Key Responsibilities

• Proactively build and maintain business relationship with HNWs who satisfy the suitability standard and those who meet the minimum AUM requirement;
• Focus on the customers' financial analysis, protection and investment needs
• Engage in networking activities within our group and other business introducers in both Hong Kong and China to enhance the customer referral effectiveness;
• Maintain a close working relationship with EAM team to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs;
• Formulate Investment Policy Statement (IPS) for clients based on their financial status, return objectives and risk tolerance;
• Analyze market information such as product risks, fees, and portfolio performance;

Requirements

• Degree holder or above, preferably CFP or equivalent;
• Preferably an SFC licensed representative of Type 1 & 9 regulated activities
• At least 1-2 year of relevant experiences in serving high net worth individuals in private bank, wealth management department or asset management company;
• Familiar with KYC and account opening documentation;
• Familiar with private banking/retail banking products;
• Good knowledge of wealth management products;
• Good knowledge in risk assessment and credit analysis;
• Good interpersonal, problem solving and communication skills;
• Good command of written and spoken English and Chinese.

 TradeMaster Securities (Hong Kong) Limited is an international financial services corporation which has SFC type 1, 2, 4, 5 and 9 license. 

We are a professional team with international experiences and we are dedicated to provide world class fully-fledged investment services in different asset classes.

In light of our rapid business expansion, we would like to invite professional candidates for this position based in our Hong Kong office which is located in Central