Responsibility:

• Provide full-spectrum support to relationship director
• Assist relationship director in preparing presentation materials and research, conduct meetings and presentation with existing and potential clients
• Assist in handling banking and financial client & maintain good relationship with client
• Follow applications of securities and private banking accounts opening documents
• Follow up ad-hoc projects as assigned by department head

Requirements:

• Degree holder with at least 3 years of experience
• Experience in private equity funds, premium or private banking is a definite advantage
• Good Financial product knowledge (i.e. universal life, bonds, fixed income product, etc.) and good market sense
• Holder of SFC license, Type 1, 4 & 9 & insurance license
• Excellent communication and interpersonal skills; detail-minded
• Proficiency in Mandarin, English and Cantonese, both spoken and written
• Proficient in MS Office, well-versed in developing PowerPoint presentation
• Previous experience in finance industry & familiar with WeChat is definitely a plus
• Frequent travel to PRC & occasional travel to Europe
• IANG is also welcome

Interested candidates please email your resume to us.

The Company is an equal opportunity employer who respects applicants with different backgrounds and qualifications. Interested candidates are welcome to submit their application to the Company.

Personal data collected will be treated in strictest confidence and handled confidentially by authorized personnel for recruitment related purposes only. Applicants, who does not receive response from us within six weeks from the date of advertisement, may consider their application unsuccessful.