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Assistant RM – Private Wealth Management

Haitong International Management Services Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-07-09
  • Career Level:Entry Level
  • Location:Sheung Wan
  • Yr(s) of Exp:3 years
  • Qualification:Not Specified
  • Salary:Posted on 08 Jul 2019
  • Employment Type:Full Time, Permanent
  • Job Function:Wealth Management
  • Benefits:http://www.taifook.com

Job Description

The Job

  • Acquire and grow high net worth client base and special focus on the clients' personal financial analysis, protection and investment needs.
  • Fully understand the client’s needs and objectives and provide financial solutions, i.e. investment products, to satisfy client's needs and objectives..
  • Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.
  • Maintain a close working relationship with Business Units to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
  • Assist company to coordinate and execute business project.
  • Perform daily operations and customer services.

Requirements

  • Minimum 3 years’ experience in banking or securities firm.
  • Possess qualifications under SFC for marketing investment products.
  • Familiar with investment banking products and good knowledge in corporate finance services.
  • Good interpersonal, problem solving and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).

We provide attractive remuneration package and fringe benefits for the right candidate. Interested parties please send detailed resume with current and expected salaries to Human Resources Department i) by mail: 22/F, Li Po Chun Chambers, 189 Des Voeux Road Central, HK; ii) by fax: 2537 5431; iii) by getting application method through the Job Opportunities Section of our Corporate website: www.htisec.com; or iv) by using "APPLY NOW".

Please quote the reference in the application. If application is submitted in hard copy format, it should be placed in a sealed envelope marked “Confidential”. All applications will be treated in strict confidence and personal data provided by job applications will be used for recruitment purposes only. A copy of our Personal Information Collection Statement will be available upon request.

 

Company Info

Haitong International Securities Group Limited (“Haitong International”: Stock Code: 665.HK) is a subsidiary of Haitong Securities Co., Ltd. (“Haitong Securities” Stock Code: 600837.SH; 6837.HK), one of the leading securities companies in China.

Haitong International is well-established to provide comprehensive and quality corporate finance, wealth management, asset management, fixed income, currency and commodities (FICC), institutional equities and a full spectrum of financial products and services to institutional clients and individual investors domestically and around the globe. As one of the most important overseas business platform of Haitong Securities, the Group strives to be a modern and comprehensive financial institution with leading position in the Greater China Region. 

The Company is led by a team of passionate and energetic professionals, we regard our staff the most treasurable asset and have been providing the best nurture and career prospect to any talents. We now invite high calibre candidates to join us.

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