Investment Sales, Private Wealth Management

职位描述

1. Maintain existing client base and develop new business opportunities focusing on various investment products, including equities, derivatives, mutual funds and other structured products; 2. Broaden client base and investment product varieties; 3. Provide professional services and recommendations on investment and trading; 4. Roadshow our wealth management platform and value propositions; 5. Generate revenue from client investment activities.

任职要求

• 1. Bachelor Degree in Finance or Business Administration, or related disciplines；
• 2. At least 6 years of relevant experience in banking or other financial institutions is required (candidates with less experience also considered)；
• 3. Good knowledge of wealth management products and SFC licence required；
• 4. Excellent written and spoken proficiency in both Chinese (Mandarin and Cantonese) and English;
• 5. Able to work well with others as a team.