HiringCafe
Posted 2w ago

Associate Director, Sales, Wealth Management

@ CITIC CLSA
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Hong Kong, /, Hong Kong
OnsiteFull Time
Responsibilities:driving revenue, maintaining relationships, providing trading services
Requirements Summary:6-12 years wealth management sales; degree in Business/Finance/Engineering; solid private banking product knowledge; strong client network; English and Chinese proficiency.
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Job Description

Position Description

To capitalize the business opportunities from HNW clients’ investments in wider range of financial products (such as bonds, equities, securities, futures, unit trust/mutual funds, structured products, etc). Provide customer service and conduct marketing activities to clients (account managers and direct clients).

Key Areas of Responsibilities

  • Act as Relationship Manager to drive target business for HNW clients and professional investors in generating revenue through secondary and primary broking activities including account opening and due-diligent check, product roadshow, project pitching, clients visit

  • Maintain good relationship with the existing and new HNW & Corporate clients

  • Provide investment products’ trading and dealing services, including equities, fixed income, futures, commodities and enlisted third party products, also provide post-trade review and data analysis to key clients

  • Participate in internal and external business development activities, discover innovative and popular financial product and raise request to product team

  • Support Wealth Management team to increase company’s brand, product awareness among different clients and market share and penetration

  • Handle ad-hoc projects as required

Requirements

  • Degree or above in Business /Finance /Engineering discipline with 6-12 years of relevant experience in Wealth Management Sales

  • Solid investment backgrounds in Private Banking products and services including equities, fixed income, futures, commodities and enlisted third party products

  • Extensive client network in markets and have good connections with GBA clients who are interested in investing in overseas financial products

  • Customer-focused and able to work under pressure with strong initiative and drive to succeed

  • Team-player, detail-oriented and showcasing excellent analytical and problem-solving capabilities

  • Possess strong integrity with solid compliance sense and willingness to learn and progress

  • Excellent interpersonal skills with good command of written and spoken English and Chinese (including Putonghua).

  • Less experience candidate will consider offering as Manager

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