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Assistant Relationship Manager (Private Wealth Management)

Futu Securities International (Hong Kong) LimitedHong Kong

13 天前

职位描述

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.

Relationship Manager • Hong Kong