Job Description
Job Description:
- Developing Premier customer base and establishing long term relationships with HNW clients.
- Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.
Job Requirments:
- University degree in Finance, Economics or related disciplines
- Minimum 4 years' experience in handling affluent customers
- Pass in HKSI 1, 7 & 8 and IIQE 1, 2, 3, & 5 Licensing Examinations
- Strong sales driven and result-oriented
- Proficiency in both written and spoken English, Chinese and Putonghua
- You will have an advantage if you are/ have
- Possessed CFA / CFP / ECF-RWM qualifications
Click "Apply Now" to apply for this position or call Sophia Liang 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.
