岗位描述
工作内容
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.
任职条件
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.