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Senior Account Executive - SFC Type 4 &9 (Financial Service/Chinese Well Funded Listed Group)

DNA Recruit Partners Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-05-29
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Financial Services  Others  

Job Description

Our client is well-established listed financial group, with a diversified portfolio of businesses, board range financial services of investment banking, private funds/bonds, equity sales & trading, equity derivatives and asset management. Due to the Business expansion, they are now looking for a Senior Account Executive - SFC Type 4 &9 (Financial Service/Chinese Well Funded Listed Group) for their business operation. This person will be responsible for business development plan and client management among the high-net worth individuals & institutional clients to provide product expertise to enhance the market presence in Mainland China.

 

Responsibility: 

  • Responsible for Sales channel strategies development, business development and implement the operations in securities, commodities, portfolio management and asset management
  • Manage the exiting high-net wroth clients portfolio (PRC clients focus) by generating revenue through various Investment strategies & channels. 
  • Presenting and demonstrating the value of products and services to prospective institutional clients.
  • Leading and managing the full cycle investment scope from sourcing, evaluation, originating asset management related financing to execute and close the transactions
  • Working closely with internal top-management group, investment committees, marketing business unit, involving in the marketing planning, projects, and business development coordination
  • Achieve business objective and further develop client acquisition, promote the corporate core values

 

Requirements:

  • Degree or above in Finance, economics,Business Administration or equivalence 
  • Licensed Holder of SFC Type  4 & 9 are essential 
  • Minimum 3 years' relevant working experiences in asset management, account servicing, business development, institutional sales or client relationship management role with proven track record
  • Solid knowledge on financial products, asset management, or capital investment products such as bonds, equity, funds, asset allocation etc.
  • Strong analytical and good interpersonal and presentation skills, result oriented, highly-motivated and able to work independently
  • Well understanding of SFC regulatory regime, portfolio construction and performance measurement
  • Fluency in English, Chinese (Cantonese & Mandarin) in both spoken and written 

 

 

Company Info

Specializing in dynamic recruitment, search and career consultancy covering agency and client side in Hong Kong, throughout China and around the world. ​

Connecting Talent with Opportunity. 

DNA Recruit Partners is a professional recruitment consultancy specializing in the recruitment of permanent, contract and temporary positions on behalf of clients from a board range of industries. Our core duty is working with talented job seekers to facilitate a successful match, facilitating job seeker to find their dream job. ​Our talented management team is ready to help you to select your own paths, make your own choices and build your future the way you want to. We have a professional team of individuals, each of whom are subject matter experts in their market, and when you speak to one of our team, you will be dealing with someone equipped with knowledge and expertise you can trust. Regardless of country, city, or any of our branches, we offer an environment built on strong, supportive and friendly teams.

It's in your DNA for this role.

For more information about DNA Recruit Partners, please visit www.dnarecruitpartners.com.

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