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Private Wealth Manager(Solomon JFZ)

Job Title: Private Wealth Manager(Solomon JFZ)
Contract Type: Permanent
Location: Hong Kong
Industry: Financial Services
Reference: 145_1721116205
Contact Name: Christopher Zhou
Contact Email:

Job Description

Our Client is a well known secruities firm named Solomon JFZ (Asia). Due to business expansion, we are looking for an Private Wealth Manager

Job responsibilities

  • This role will be a hybrid role of Sales and Sales support. The selected candidate is expected to achieve business and revenue targets by identifying and closing sales prospects and upselling with existing clients, while supporting the sales process for HSIL index products and services and on general client sales and servicing;
  • Assist/ Support business administrative functions such as client record management, contract management and preparation of sales and client presentation materials;
  • Play a key role in the pre-sales process assisting with market research and analysis of prospective clients, competitors, and market outlook, in prospecting for new clients and on-going sales support and client servicing;
  • Identifying solutions for clients requiring market data / benchmarking, and high familiarity with HSIL's various products and services.
  • Assist in formulating business plans to increase market share and client expansion;
  • Gather market intelligence about market demand and communicate market development to the Product and Research teams;
  • Keep abreast of the developments in index industry and competitors' move, to monitor competitiveness of our indexes to identify business opportunities

Requirements

  • University degree in Finance, Economics, Business Administration or a related discipline;
  • Over three to five years' sales /business development / finance experience, preferably in the asset manager / asset owner / investment banks previously;
  • Strong analytical and reporting skills, high level of communication, interpersonal and organization skills;
  • Self-discipline, self-motivated and results-oriented;
  • Resilient, curious and with growth mindset;
  • Proficiency in both written and spoken English and Chinese;
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Click "Apply Now" to apply for this position or call Christopher Zhou at +852 3180 4986 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.