about 1 month ago
Position:Sales Associate – Wealth Management
Our Client is a well-known Chinese fintech company with strong presence in online brokerage in both Mainland China and Hong Kong market.
They are now rapidly expanding aggressively all over the world.
In terms of Hong Kong market, they are now looking for experienced sales candidate to join their wealth management team. Mandarin speaking candidates who got relevant experiences ideally from Fund house are strongly welcome.
- Provide customers with professional online investment advice based on the characteristics of wealth management products.
- Provide professional and timely fund selection and asset allocation suggestions for marketing content for the wealth management operation team.
- Promote the layered operation of platform customers with the customer operations tea
- Deeply explore customer needs, formulate refined customer service plans for various types of customers, and focus on supporting the asset allocation needs of high net worth customers (VIP customers)
- Support fund product launches, roadshows, and other related product and customer activities.
- Minimum 2 years experiences in Investment Consulting, Investor Relations, Private Banking
- Exposure in fund house or securities firm is highly preferred
- Degree holder with Hong Kong SFC RA1 and RA4 license.
- Fluent in Mandarin, Cantonese, and English.
- Work Location: Hong Kong