Job Responsibilities:
• Develop the market by sourcing high-net-worth clients through various channels; assess clients’ asset size, investment preferences, and objectives to design tailored asset allocation strategies.
• Regularly analyze market conditions and trends to facilitate timely adjustments to clients’ investment directions and strategies.
• Maintain relationships with existing clients and identify opportunities with prospective clients.
Job Requirements:
• Bachelor’s degree or above in Finance, Financial Management, or a related discipline from a top-tier institution (equivalent or higher diploma for overseas candidates) is preferred.
• Ability to thrive under high-intensity work conditions; diligent, resilient, and detail-oriented, with strong communication and rapid learning skills.
• In-depth knowledge of financial markets and products, with extensive experience in market development, client acquisition, and public relations; robust network of industry contacts.
• Interdisciplinary background in finance, economics, or related sectors; strong business development, financial analysis, and presentation abilities; proven capacity to perform under pressure.
• Meticulous work ethic and familiarity with Hong Kong and U.S. equity markets; experience in equities, funds, investment & financing, insurance, or trusts is a plus.
• Experience in team management and demonstrated individual business development capabilities.