We invite high calibre candidate to fill the following position:

Job responsibilities

• Analyze the market trend and keep the sales clients updated with market information;
• Partner with the different sales channels, i.e. the Wealth Consultants/ Relationship Managers to share the investment market views and investment strategies, facilitate the sales of investment products;
• Strategize the tactical plans and investment ideas to provide investment advisory services;
• Prepare market commentaries, market update presentations to support channels partners to bring in new AUM to the business and achieve annual targets;
• Support sales channels on conducting the pre-case study, presentation, and sales tactics on funds/portfolio products and carry out joint-call activities proactively to boost the sales revenue;
• Provide professional recommendations of investment products;
• Monitor customers' investment portfolios and provide advices to achieve their healthy target returns;
• Alert client for any significant market movement and make suggestions on time;
• Facilitate trade dealing and prepare relevant documents;
• Participate in promotion & campaign, training, and workshop;

Job Requirements

• Bachelor's degree or above in Business studies, major in Finance or related discipline preferred;
• At least 4-6 years' relevant work experience serving the high net-worth clients;
• Experience in Wealth Management;
• Experience in portfolio management & portfolio advisory;
• Experience in dealing investment products, including equity, fixed income products, mutual funds and structured products;
• Self-motivated who takes responsibility and with a drive for execution;
• Outstanding ability to build trust and long term relationships with internal and external stakeholders;
• Excellent communication skill and presentation skill, with strong influencing skill and analytical skill;
• Relevant individual with SFC Type 4 license is a must;
• Experience with financial software such as Bloomberg;
• Proficient in MS Office applications;
• Proficient in written and spoken English and Chinese (Mandarin & Cantonese)

We offer attractive remuneration package and fringe benefits including 5-day week to the right candidate. Interested parties please send your application letter with resume stating present and expected salary to Human Resources Department by clicking "Apply Now", or mail to Level 17, 28 Hennessy Road, Hong Kong. (Please quote the reference of the post on the envelope) .

All information received will be kept in strict confidence and only for recruitment-related purposes.

Full-time,Permanent

Shenwan Hongyuan (H.K.) Limited (Stock code: 00218.HK) is the flagship institution of Shenwan Hongyuan Group Co., Ltd. (Stock code: 06806.HK, 000166.SZ) conducting securities business in overseas through Shenwan Hongyuan Securities Co., Ltd. SWHYHK is one of the earliest Chinese securities institutions that developed business in Hong Kong and has been based in the Hong Kong market for more than 25 years.
The Group provides global investing and financing integrated financial services to institutional clients, corporate clients and individual clients in Hong Kong, Mainland China and the world. The Group's business scope covers personal finance, enterprise finance, institutional securities, asset management and securities research. The Group has offices in London, Singapore, Tokyo and Seoul, establishing the global trading as well as investing and financing services network gradually.