Relationship Manager-PWM
Huatai Financial Holdings (Hong Kong) Limited Hong Kong H
Established in 2006, Huatai Financial Holdings (Hong Kong) Limited (“HTHK”) is a wholly-owned subsidiary of Huatai Securities Co. Limited (“Huatai Securities”). Huatai Securities is one of the first groups of securities firms established in China approved by China Securities Regulatory Commission and the People’s Bank of China. Since 2010, Huatai Securities has over 6 million brokerage clients and almost CNY one trillion of custody assets. We are currently looking for a high calibre professional to join our team as a Relationship Manager in PWM.
岗位职责：
- 为高净值个人及机构客户提供跨市场、跨资产类别的全球资产配置服务
- 做好客户关系管理及投资者教育工作，结合客户背景与风险承受能力，为其提供全方位的财务规划及财富管理服务
- 通过公司现有渠道及自拓渠道增加高净值客户，提升客均资产
- 积极开发并维护不同类型的财富管理客户，包括高净值个人客户和企业客户
- 聚焦资产配置业务及金融产品销售，为客户提供个性化的投资建议、财富分析和规划，做好客户风险偏好、财务状况评估，向客户推荐合适的产品
职位要求：
- 本科或以上学历，硕士学历优先
- 三年以上金融机构私人财富管理从业经验，业绩突出者可不受此限
- 具有超高净值客户开拓、服务和维护及金融产品销售经验
- 具有较强抗压能力，能够适应长期出差
- 可以快速的学习，具有开拓进取和团队合作的精神
- 普通话和英语流利，会广东话优先
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