As a global professional recruitment consultancy, Morgan McKinley connects specialist talent with leading employers across multiple industries and disciplines. In Hong Kong, we recruit within the following sectors: Accounting & Finance, Banking and Financial Services, Human Resources, IT, Risk, Compliance, Legal & Audit, Office Support and Sales & Marketing.
Responsibilities:
- Closely work and liaise with PB relationship managers in driving business
- Maintain good relationship and deliver investment ideas to high-net-wealth clients
- Work with legal and compliance department and understand client risk appetite, investment preference and return expectations as well as growth of assets and profitability
- Analyse of market and product information and review client investment portfolios for annual Portfolio Insight
- Timely and accurate execution of client orders
Requirements:
- With 7+ years of experience
- Good communication in English, Cantonese and Mandarin
- Excellent presentation and negotiating skills
- Ability and acumen in building strong relationship with working partners
- Knowledge in Risk, Regulatory and Legal & Compliance areas
- License of Type 1 and Type 4 under HKMA/SFC is preferable
Interested parties please click "Apply" or contact Jacey at 3907 3944 for more details.
