Key Responsibilities

• Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients

• Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance

• Conduct comprehensive financial needs analysis and develop tailored investment strategies aligned with clients' risk profiles and objectives

• Design and deliver compelling investment presentations showcasing our comprehensive product suit

• Coordinate with internal teams (BUs, product team, operation, dealing and settlement) to execute investment strategies and fulfill client requirements

• Stay current with market trends, regulatory changes, and investment opportunities to provide timely advice

Requirements:

• Bachelor Degree in Finance, Business or related discipline;

• SFC RA type 1,2,4,5,9 license holder or eligible to obtains license

• Min. 5 years of experience in wealth management/private banking or investment advisory roles within financial services industry;

• Solid understanding of wide range of investment products;

• Exceptional interpersonal skills with ability to build trust clients

• Track record in managing HNW/UHNW client portfolios

• Proactive and motivated to drive performance

• Proficient in English and Chinese

SINA新浪旗下互聯網劵商

華盛資本証券有限公司在港發展多年，是目前少數擁有香港證監會牌照的互聯網券商。憑著深厚的金融交易風控經驗及卓越的研發技術，華盛將成為新浪金融版圖中繼支付、理財、貴金屬等業務外，在證券交易及海外資產配置領域的重要佈局。為配合業務發展，現誠邀優秀人才加盟我們的專業隊伍