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Analyst clients / Hong Kong
Analyst / associate, clients relationship manager, wealth management
Hong Kong
China Securities
Published on www.allthetopbananas.com
06 Jan 2025
Analyst / Associate, Clients Relationship Manager, Wealth Management Direct message the job poster from China Securities (International) Finance Holding Company Limited Job Responsibilities Strengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services; Support senior sales to bring in new client resources, establish and maintain long-term relationships with new clients; Formulate appropriate solutions and provide suitable financial products and services to meet the clients’ wealth management needs and risk appetite; Monitor clients’ portfolio and provide financial consultancy to clients; Perform ad-hoc duties as assigned by supervisor or management. Requirements Degree holder in Business, Finance or related discipline(s); Minimum 1 year of relevant experience in wealth management; previous experience in private banking/wealth management or HNW clients focus is highly preferred; Good command of written and spoken English and Chinese (Cantonese and Putonghua bilingual preferred); Familiarity with stock markets and financial products; Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks; SFC license holder (or passing relevant test); Seniority Level Entry level Employment Type Full-time Job Function Finance Industries Investment Banking
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