Responsibilities

• Provide professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
• Strong existing transferable client resource in Greater China and active in development new networks
•  Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS, HSBC, CS or BOS;
• 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;
• Comply with full compliance with internal guidelines and external regulatory bodies.

Requirements

• Master Degree or higher in Business Administration, Economics, Finance, Accounting or related discipline 
• 5-8 years’ relevant experience in financial industry in managing clients relationship
• Good track records in generating AUM and revenue, target over 100Million USD AUM+;
• Strong client resources in Mainland China
• Working experience in both China and Hong Kong, especially in reputable financial institutions.
• Previous experience in dealing structure products, funds, insurance products in both china and HK
• Native mandarin speaker with superior English skill

 TradeMaster Securities (Hong Kong) Limited is an international financial services corporation which has SFC type 1, 2, 4, 5 and 9 license. 

We are a professional team with international experiences and we are dedicated to provide world class fully-fledged investment services in different asset classes.

In light of our rapid business expansion, we would like to invite professional candidates for this position based in our Hong Kong office which is located in Central