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Wealth Management Department - Sales (Associate - ED)

Zhongtai Financial International Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-04-19
  • Career Level:Middle
  • Location:Central
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Retail Banking  Wealth Management  Asset Management

Job Description

岗位职责:
负责财富管理业务的开发与维护等相关工作
(1)协助部门负责人做好机构客户业务的整体发展规划和具体业务方案;进行机构客户的开发与维护,包括但不限于银行、公募/私募基金、资产管理公司、保险公司、信托公司等金融同业以及家族办公室、香港上市公司、国企/央企/大型民企的海外机构等;
(2)负责已有合作渠道的维护,为渠道进行合作政策的宣导和财富管理业务的推介,做好渠道客户的开发维护工作;
(3)负责存量客户的维护和再开发,为客户提供投资建议和资产配置建议,促进客户交易和达成各类产品销售;
(4)负责权益/固收/结构型等产品的宣传、推广和销售,完成部门金融产品销售指标;
(5)负责就财富管理业务销售工作与相关业务部门做好沟通、协调和配合。

任职资格:
(1)学历及专业:金融、营销等相关专业,本科及以上学历;
(2)工作经验: 5年以上工作经验,3年以上香港证券公司、银行等金融行业工作经验;
(3)专业知识:熟悉跨境金融业务的相关运作流程,具有财富管理和私人银行经验的优先考虑;
(4)工作技能:具备较强的销售渠道拓展能力;具备较好的沟通协调技巧和市场反应能力;工作耐心细致;具备较强的学习能力;具备较强的进取精神和团队合作精神。
(5)适应常年在内地出差(上海、深圳、北京、济南、青岛等地)

Company Info

Zhongtai Financial International Limited (“Zhongtai International”), a wholly-owned Hong Kong subsidiary of Zhongtai Securities Co., Ltd (“Zhongtai Securities”), was set up pursuant to China Securities Regulatory Commission’s approval. To facilitate Zhongtai Securities’ rapid growth in cross-border businesses covering major capital markets, Zhongtai International has strived to set up overseas branches across the globe and has now established its presence in Mainland China, Hong Kong, Singapore, Japan and Korea.

Zhongtai International’s parent company, Zhongtai Securities, is a listed company (Stock Code: 600918.SH) incorporated in China under the supervision of Shandong Provincial State-owned Assets Supervision and Administration Commission. With over 7,400 employees and more than 350 securities sales offices covering 28 provinces across China, Zhongtai Securities provides a full spectrum of financial services to both corporate and individual clients and has been recognized for its professional, one-stop services.

Relying on Zhongtai Securities’ resources and advantages in Mainland China, Zhongtai International adopts a financial holding company model with international management concepts, financial innovation and quality services. Zhongtai International, through its subsidiaries, provides global investors and corporations with comprehensive overseas investment solutions and integrated financial services spanning across corporate finance, wealth management, asset management, fixed income, currency & commodities, brokerage, and institutional business. Zhongtai International is devoted to connect global investors with the capital markets in Mainland China, establish linkage between markets in Mainland China and Hong Kong, and make due contributions to the development and internationalization of China’s financial industry.

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