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Private Wealth Management Manager
Futu Securities International (Hong Kong) LimitedHong Kong13 天前
职位描述Bachelor's degree or above, preferably in Finance, Economics, or a related field A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector Excellentmand of spoken and written Cantonese and Mandarin , with proficiency in English an advantage 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 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage Willing to base in Shenzhen is an advantage
Responsibilities
- Building tight relationship with VIP 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
- Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
Requirements
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Manager Wealth Management • Hong Kong
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