Main Resposibilites:
- Deliver professional investment advisory and discretionary services to private clients on portfolio management
- Act as the main point of contact for clients and prospects, financial instituitions and professional consultants and service providers
- Understand clients's needs and provide consultative advice
- Maintain and develop client netwroks
- As a licensed person to comply with compliance requirements and standards
Requirements:
- Degree holder in any discipline
- Proficient in both spoken & written English and Mandarin, enabling direct interaction with Chinese clients.
- Excellent communication and presentation skills
- Good analytical and problem-solving skills;
- Teamwork and leadership skills;
- Good PC knowledge of Windows applications (Word, Excel, Powerpoint and Chinese Word Processing)
