Serquin Consultancy Services
About our Client
Our client is a aggressive player in the investment institution sector with a very strong foundations in China market. With expansion of sales team, multiple opportunities has aries for Business Development position within the Global Express domain.
Portfolio Investment Associate, Global Asset Management Division
jobsDB Ref. JHK100003004835489
- Provide investment and wealth management services on an advisory or discretionary to high net worth clients.
- Identify customer needs in order to solicit new business opportunities proactively and provide effective solutions, based on their risk profile, expectation of returns and investment experience.
- Opening and maintenance of accounts, and follow up of with such as KYC/ credit reviews
- Execute client instructions and handle day to day account management and client interaction/requests
- Build and maintain client relationships through face-to-face appointments and marketing events
- Team player with ability to supervise a team
- Knowledge on Premium Financing, PRC Estate Duty Planning and Fixed Income Products
- Final year student of degree holder with at least second-class honours (or equivalent) in any discipline from a recognized university, IANG is preferred
- Possess the legal right to work in Hong Kong
- Fluent in English and Cantonese (verbal and written), Putonghua is an advantage
- Good understanding of financial & investment industry is preferred
What 's on Offer:
- Overseas conventions fully sponsored by company
- Attractive and comprehensive employee benefits with monthly allowance plus year-end bonus
- On-going revenue from client's portfolio performance
- Attractive bonus based on Asset Under Management (AUM)
- One year fast-track promotion program to management position
- Subsidary on continuous education & professional qualifications (CFA, CFP, AFP, CPB etc.)
- Comprehensive training program towards Professional
*Only shortlisted candidates will be notified. All data collected will be used for recruitment purposes only and will be used strictly confidential.