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Assistant Relationship Manager (Private Wealth Management)

Assistant Relationship Manager (Private Wealth Management)

Futu Securities International (Hong Kong) LimitedHong Kong
13 days ago
Job description

Responsibilities

  • Assist Relationship Manager to manage key partner relationship to achieve business targets
  • Explore new business opportunities in order topany strategy
  • Building tight relationship with HNW clients toplete team AUM and revenue target.
  • Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
  • Support marketing team to build HNW activities based on the team resources
  • Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
  • Work on ad hoc projects and tasks assigned by the management

Requirements

  • Bachelor's degree or above, preferably in Finance, Economics, or a related field;
  • 1-2 years of relevant experience, fresh graduate will also be considered
  • Excellentmand of spoken and written English, Mandarin and Cantonese ;
  • High level of customer-centric mindset to deliver exceptional quality services for customers;
  • Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness andpliance.
  • SFC Licensed type 1 and 4 or - HKSI LE Paper 1,7 & 8 or equivalent.
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    Relationship Manager • Hong Kong