Save Job Back to Search Job Description Summary Similar JobsA Reputable Chinese Conglomerates in Hong KongStrong commitment from senior managementAbout Our ClientA fast-expanding Chinese conglomerate engaged in various financial services across Hong Kong and Mainland China, established for over twenty years in Hong KongJob DescriptionCommunicate with the front-line sales team and entrepreneurial clients to understand their risk and return preferences, gather data on their financial service needs, provide feedback to the strategy research team and product management team regarding client requirements, and suggest financial product designs.Utilize resources from the strategy research team and product management team to offer family wealth assessment services and asset allocation investment advisory to entrepreneurial clients.Familiarize with the financial products offered by the company, recommend products that align with client preferences, and facilitate client account openings and subscriptions to relevant financial products.Responsible for the daily trading of fully discretionary accounts for entrepreneurial clients, regularly report on account investment performance, address any client inquiries related to financial services, and assist clients with transactions such as fund transfers, subscriptions, and redemptions.The Successful ApplicantMaster's degree or above from a top university or equivalent overseas institution, in finance, economics, or related fields.Over 5 years of experience as a private banking product manager, or over 5 years of sales experience in asset management, with a desire for candidates who have sold a variety of asset and strategy fund products, and possess a deep understanding of the macro economy, financial markets, various asset classes, and different fund strategies.Deep understanding of the investment characteristics and risk profiles of various financial products, along with a solid grasp of the financial market environment and client investment needs.Proficient in Bloomberg, Wind, and similar software, as well as in using PowerPoint.Excellent communication and collaboration skills, strong ability to work under pressure and adapt, capable of working independently while managing a certain level of work stress. Outgoing personality, willing to engage with high-net-worth clients.What's on OfferAttractive bonus and fancy working environmentContactAiko ZhangQuote job refJN-102024-6555244Phone number+852 2848 4712Job summaryFunctionBanking & Financial ServicesSpecialisationPortfolio / Fund / Asset ManagerIndustryFinancial ServicesLocationHong KongJob Type:PermanentConsultant nameAiko ZhangConsultant phone+852 2848 4712Job ReferenceJN-102024-6555244
