Assistant Relationship Manager – Private Wealth Management Assistant Relationship Manager – Private Wealth  …

Haitong International Securities Group Limited
in Hong Kong
Permanent, Full time
Last application, 19 Oct 21
Competitive
Haitong International Securities Group Limited
in Hong Kong
Permanent, Full time
Last application, 19 Oct 21
Competitive
Haitong International Securities Group Limited (“Haitong International”: Stock Code: 665.HK) is a subsidiary of Haitong Securities Co., Ltd. (“Haitong Securities” Stock Code: 600837.SH; 6837.HK), one of the leading securities companies in China. Haitong International is well-established to provide comprehensive and quality corporate finance, wealth management, asset management, fixed income, currency and commodities (FICC), institutional equities and a full spectrum of financial products and services to institutional clients and individual investors domestically and around the globe.

The Job:

  • Acquire and grow high net worth client base and special focus on the clients' personal financial analysis, protection and investment needs.
  • Fully understand the client’s needs and objectives and provide financial solutions, i.e. investment products, to satisfy client's needs and objectives..
  • Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.
  • Maintain a close working relationship with Business Units to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
  • Assist company to coordinate and execute business project.
  • Perform daily operations and customer services.
     

Job Requirements:

  • Minimum 3 years’ experience in banking or securities firm.
  • Possess qualifications under SFC for marketing investment products.
  • Familiar with investment banking products and good knowledge in corporate finance services.
  • Good interpersonal, problem solving and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).
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