1. Report to Hong Kong Equity Business, based in Shenzhen, to explore and solicit sales opportunities for our Wealth Management Business towards cross-border High-net-worth and Corporate clients as well as deliver sales results
2. Identify clients’ needs to provide relevant and suitable Investment products or services such as Equities, Futures, Funds, Bonds, Structure Products and Private Placement.
3. Deliver professional wealth management ideas, provide market views and research reports as well as prepare presentations and pitchbook
4. Drive client acquisition initiatives to broaden client base
5. Gather and analyse clients and channels’ feedback so as to identify prevailing trend of investors’ demand and product preferences
6. Co-ordinate with external and internal parties to organize public seminars for clients
职位要求:
1. University degree or above in Business Administration or related disciplines
2. 3 years’ experience in sales, client relationship or business development in financial or private banking industry
3. Excellent knowledge in Investment and Equity products in China and Hong Kong
4. Self-motivated, with excellent communication and interpersonal skills
5. Ability to work under pressure in fast-paced environment
6. Excellent computer skills in MS Office including Excel & PowerPoint
7. Proficiency in written and spoken English and Chinese including Putonghua