職責

• Lead the formulation, implementation and monitoring of client investment strategy (advisory and discretionary accounts).
• Support company to develop business by launching competitive investment strategy and products.
• Provide fundamental support to front line Relationship Managers.
• Manage discretionary portfolios with a focus on Hong Kong and US equities.

要求

• Bachelor degree holder or above in Economics, Finance, Investment or relevant  disciplines.
• Holder of SFC Type 1, 4 and 9 licenses.
• Above 10-15 years of experience in Private Bank/Asset Management working experiences.
• Familiar in private (or public) fund.
• Strong communication and leadership skill.
• Experienced in Individual Client/Institutional Client.
• Good command of spoken and written English, Cantonese, Mandarin.
• Ability to work independently and under pressure.

職責

• Provide a professional, timely wealth management service to high-net-worth clients.
• Develop great relationship with existing clients and explore new business opportunities with them.
• Receive orders from clients and forward them to dealers or place the orders on stock exchanges using trading terminals.
• Manage the on-boarding of new clients and expand our client base.
• Assist in the roll-out of new financial products and services to clients.
• Work closely with investment managers to understand the latest trends in the market.

要求

• Qualified to conduct SFC regulated activities type 1 and 4.
• Securities Firm with in-house sales experience will be highly preferred.
• Knowledge of investment products, especially equities and bonds.
• Minimum 3-5years or above experiences in securities firm.
• Strong communication and negotiation skills, good team player.
• Self-motivated, independent, and able to work under pressure.
• Good command of spoken and written English, Cantonese, Mandarin.