Responsibilities:

•  Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
•  Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS、Credit Suisse 、Julius baer or BOS;
•  Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
•  Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
•  Perform investment portfolio analysis and provide re-allocation recommendation;
•  Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
•  Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business;
•  Comply with full compliance with internal guidelines and external regulatory bodies.

Requirements：

•  Preferably a Degree holder or equivalent;
•  Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking;
•  Familiar with KYC and account documentation with knowledge of wealth management products;
•  Holder of SFC license for Types 1, 4 regulated activity is a must ,better with Type 9 ; 
•  Good knowledge in insurance products, bonds, funds and other wealth management products;
•  Sales-oriented with good relationship building and customer service skills;
•  Mature, independent and business oriented, with the ability to work effectively under pressure;
•  Good command of written and spoken English and Chinese (including Mandarin);
•  A candidate with  experiences  in UBS、 Credit Suisse 、Julius baer 、BOS  and CMB is highly preferred, with relevant experience in the Private Banking field is a must.

JMC Capital Holdings Co. Ltd is an integrated financial services provider. There are a group of licensed subsidiaries under JMC, including JMC Capital HK Limited (Licensed company with SFC Type 1, 4, 9), JMC Capital International Limited (Licensed company with SFC Type 1,2,4,5 ), HKEX exchange participantship and futures exchange trading rights member, HKCC participantship member, and JMC Capital Family Office Singapore Ptd. Ltd., etc.  JMC with headquarter in Hong Kong and offices in China & Singapore, adhering the faith of “Integrity”, “Professional”, “Growth”, and “Win-Win”, focus on providing comprehensive tailored financial services such as Family Office, External Asset Management, and Fund Establishment and Management etc for high net worth individuals and institutions. Our partners are the world's leading investment banks including UBS, Credit Suisse , Julius Baer, Bank of Singapore and CICC, etc.  JMC also provides one-stop financial investment services including Security Trading (Hong Kong and US stocks), Futures Investment (Hong Kong and Global), and Insurance Brokerage, etc.