Responsibilities :
- Acquire new clients and AUM
- Maintain and manage existing clients’ relationship
- Provide product and services that can satisfy clients’ need in terms of global wealth planning
- Ensure operations are compliance of all relevant local and cross border regulations
Job Requirements :
- Minimum a Bachelor’s Degree in Business Administration/Banking and Finance or any relevant discipline
- Minimum 8 years of experience in finance industry
- Good knowledge of relevant financial products
- CACS, CFA preferred
- Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan
