Relationship Manager-PWM Relationship Manager-PWM …

Huatai Financial Holdings (Hong Kong) Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 25 Mar 20
Negotiable
Huatai Financial Holdings (Hong Kong) Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 25 Mar 20
Negotiable
Established in 2006, Huatai Financial Holdings (Hong Kong) Limited (“HTHK”) is a wholly-owned subsidiary of Huatai Securities Co. Limited (“Huatai Securities”). Huatai Securities is one of the first groups of securities firms established in China approved by China Securities Regulatory Commission and the People’s Bank of China. Since 2010, Huatai Securities has over 6 million brokerage clients and almost CNY one trillion of custody assets. We are currently looking for a high calibre professional to join our team as a Relationship Manager in PWM.

Job Responsibilities:

  • Responsible for developing and maintaining relationships with different kinds of clients
  • Exploring business opportunities and generating revenues from products/services selling
  • Coordinating and communicating with different internal channels to support clients prospecting
  • Handling and executing clients orders and products trading according the approved manuals
  • Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs.
  • Achieving annual AUM and revenues targets set by the managements
  • Full compliance with internal guidelines and those stipulated from the regulators
  • Other work and hoc tasks when necessary assigned by the supervisors and managers.

Qualifications:

  • Bachelor degree holders and above (Master degree preferred)
  • Relevant years of experience in client servicing
  • Solid products skills and strong prospecting capabilities
  • Proficiency in spoken and written Mandarin and English
  • Excellent interpersonal skills and communication capability
  • Strong analytical skills and problem-solving abilities
  • Detail oriented and able to multi task and work under pressure
  • Faster learner, team worker and self-starter with entrepreneurial spirit
  • High level of integrity, honesty, diligence and loyalty

Interested parties please click "apply" and submit your resume with both current and expected salary.


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