Job Description
- Assist Relationship Manager to manage key partner relationship to achieve business targets;
- Explore new business opportunities in order to company strategy;
- Building tight relationship with high-net-worth clients to complete team AUM and revenue target;
- Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile;
- Support marketing team to build high-net-worth activities based on the team resources;
- Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
- Work on ad hoc projects and tasks assigned by the management.
Requirements
- Bachelor's degree or above, preferably in Finance, Economics, or a related field;
- Excellent command of spoken and written English, Mandarin and Cantonese ;
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