Job Description
Our client is Multinational US Listed Securities Brokerage and Investment Banking company strategically focused on high-net-worth investors worldwide.
Key Responsibilities:
- Develop and implement comprehensive wealth management strategies for high-net-worth clients.
- Build and maintain strong, long-term relationships with clients by providing exceptional service and personalized financial solutions.
- Conduct in-depth financial analyses and create customized investment portfolios.
- Stay current with market trends, investment products, and regulatory changes.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
- Provide ongoing education and guidance to clients on investment strategies and financial planning
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- SFC licenses with at least 2 years relevant sales experience from Financial Services industry.
- Strong understanding of investment products, financial markets, and regulatory requirements.
- Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.
- Proven ability to manage and grow a portfolio of high-net-worth and intitutional clients.
- High level of integrity and commitment to client confidentiality
- Fluency in written and spoken English and Chinese (Cantonese and Mandarin)
Click "Apply Now" to apply for this position or call Jason Tse at +852 3180 4960 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.
