Responsibilities :
To develop a strong client base of High Net Wealth clients through company's client base and your own network
Closely monitor clients' portfolios and formulate appropriate solutions to meet the client's investment needs and expectations
Collaborate with Investment Consultant and Product Team to understand the needs of the clients and the most updated product information
Comply fully with all regulatory bodies, making sure all KYC / AML rules and regulations are well applied during and after client onboarding.
Requirements
Degree holder in Business Administration or related disciplines
Minimum 5 years experiences in the private wealth industry
Holder of SFC license for Types 1, 4 regulated activity
Good knowledge in insurance products, bonds, funds and other wealth management products;
Good command of written and spoken English and Cantonese and Putonghua
If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme?
We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https : / / www.
ambition.com.hk / refer-a-friend
