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Manager, Entrepreneur Office (Hong Kong), Wealth Management

Manager, Entrepreneur Office (Hong Kong), Wealth Management

CITIC CLSAHong Kong
9 天前
职位描述

Responsibilities

  • Act as Relationship Manager to maintain good relationship with the HNW & Corporate clients
  • Build up new HNW relationships, identify new business opportunities.
  • Develop business for wealth management clients in generating revenue through various wealth management solutions. Scope of work includes account opening, CDD&KYC, product roadshow, project pitching, clients visit in greater China as well as ad-hoc projects.
  • Provide Wealth Management solution (products and services), not limited to : HK and overseas equities, fixed ie, futures,modities, cash solutions, diverse investments funds, enlisted 3rd party products,plex investment solution and concept of wealth planning, also provide a regular portfolio review and market update.
  • Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team.
  • Support Wealth Management Segment to promotepany’s professional image
  • Possess strong integrity,pliance sense, willingness to learn and progress
  • Participate internal and external business development activities
  • Support Wealth Management team to increasepany’s brand, product awareness among different clients and market share and penetration
  • Handle ad-hoc projects as required.

Requirements

  • Degree holder or above in Business / Finance discipline with 10+ years of relevant working experience in HNW segments in private banks ormercial banks.
  • Possess strong business network in China and have good connections with clients who are interested in investing in overseas financial products
  • Soild knowledge of Private Banking products and services
  • Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities.
  • Result-oriented with strong initiative and drive to succeed.
  • Customer-focused and able to work under pressure
  • Ability to build and maintain strong working relationships with other internal departments.
  • Strong capabilities of client’s order handling, trading and other non-financial request.
  • Excellentmunication, interpersonal and relationship skills
  • Goodmand of written and spoken English and Cantonese and Mandarin
  • Experienced candidate may consider offer as Senior Manager / Assoicate Director

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    Job ID JR001055

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    Manager Hong Kong • Hong Kong