Job Description

1. Developing and managing portfolio of high net worth customers by providing tailored wealth management solutions
2. Actively explore and identify business opportunities with resources given
3. Build strong and trustworthy relationships with existing and new customers

Requirements

1. Degree holder in Business Administration, Finance or related discipline
2. Minimum 5 years' solid experience in serving high net worth customers and portfolio management
3. Qualifications in IIQAS and HKSI
4. Strong interpersonal skills
5. Fluency in English and Cantonese, Putonghua will be an advantage
6. Qualification in ECF is preferred