Responsibilities:

• • • • • • • • • • • • • • • Provide wealth management and investment advisory services to High Net Worth clients;

                            • Analyze client financial needs and risk profiles to recommend and offer suitable financial products and solutions;

                            • Actively develop new client relationships and expand existing client portfolios to achieve sales targets and revenue growth;

                            • Cultivate and maintain long-term, trusted relationships with clients through exceptional service and regular engagement;

                            • Collaborate effectively with internal departments to ensure seamless client service and support;

                            • Perform daily operations and customer services;

                            • Undertake ad-hoc duties and special projects as assigned by management.

Requirements:

• • • • • • • • • • • • • • • • • Bachelor degree of above in Finance, preferably with trainer experience of junior Sales Managers and with the in-depth knowledge in structured products and the associated product design capabilities. Strong analytical and quantitative skills;

                                • 5 years or above work experience in Corporate Sales or Retail Banking including knowledge in Fixed Income or equity-linked products;

                                • Strong communication and interpersonal skills – ability to form effective working relationships;

                                • Proactive in taking responsibilities and be able to multi-task;

                                • Passionate and motivated to contribute to investment banking field;

                                • Capability of working closely with team members and delivering quality work under tight schedules;

                                • Fluency in English and Mandarin；Both written and verbal communication skills.