Duties / Responsibilities:

• Focus on the development of current customers initiatives to provide full & one-stop service
• Private Wealth Management services to clients
• Monitor and analyze client's investment portfolios
• Handle clients' enquiries, monitoring, funds transfer, preparing marketing presentations etc.
• Assist director on analyzing HK and China market growth.
• Liaise with committee to plan and execute various types of marketing events, in HK or in China.
• Maintain good relationship with prospects and clients in mainland China.
• Compile statistics for potential markets.
• Establish effective working relationships with teammates in China.
• Build systematic training and marketing programs and systems.
• Comprehensive training of asset allocation and investment portfolio management are provided to suitable candidates.
• Provide professional qualification study allowance.

Requirements:

• Bachelor’s degree holder or Master’s degree holder will be considered firstly.
• Good interpersonal and communication skills, good in both Cantonese and English; fluent in Mandarin is an advantage.
• Business mindset, self-motivated, confident and a team player will be preferred.
• Willing to travel to mainland from time to time.
• Candidates with IANG Visa would be an advantage