Client Relationship Associate

  • Attractive remuneration package and fringe benefits will be provided.
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Haitong International Securities Group Limited
  • 17 Jul 18 2018-07-17

Please quote reference number (Ref: EF/WM/CA) in the application.

The Job :

  • Expand clientele and maintain good customer relationship to meet sales target
  • Perform regular reviews of Client Portfolios and liaise with Product partners to deliver holistic solutions to High Net Worth clients
  • Handle client's enquiries in a professional manner and assist in account opening process for new clients
  • Manage daily business processes to facilitate trading execution, increase efficiency and enhance customer service level
  • Provide internal Sales of Capital Markets solutions


We support local hire with solid relevant work experience in HK.

Requirements :

  • Degree holder or above in relevant disciplines
  • Qualified to be registered as licensed person in relevant regulated activities under SFC
  • With at least 3 years' client relationship management experience gained in financial institutions and with proven sales track record
  • Possession of a High Net Worth client network is a plus
  • Knowledgeable about diverse range of financial products and services, able to stay abreast of the financial market
  • Presentable and with good compliance sense