Career opportunities:投资经理-香港
The application number/identifier 4507 - Have Published 2018/1/11 16:21:20 - 财富管理部 (WM) - 香港


Job Description:


This position is responsible for development of business relationship with high-net-worth individuals and families. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients, focus in global asset allocation and oversea investment opportunities. The job duties associated with this role may be expected to include but not limited to:


  • Developing and maintaining business relationship with high-net-worth individual clients.
  • Providing financial advice to high-net-worth clients and their families.
  • Presenting research services and advising clients on oversea investment opportunities.
  • Provide trading and execution services for clients, including but not limited to offshore equities, fixed income, mutual funds and alternative products.
  • Working in a highly dedicated and professional team environment.



  • Thorough understanding of Private Client Service/Private Wealth Management business.
  • Profound knowledge of the domestic and international capital markets and the firm’s products and services.
  • Understanding the client’s investment need and orientation.


Skills and Abilities

  • Customer-oriented mentality.
  • Passionate for the sales job and the financial market.
  • Effective communicator.
  • Excellent interpersonal skills, integrating tact and diplomacy.
  • Strong self-starter, self-confident & energetic.



  • More than 3 years related experience in private banks or securities companies, preferably having involved in PCS/PWM areas.
  • Working experience in Mainland China is preferred. Good presentation skill in Mandarin is required.
  • Master degree in relevant majors, preferably an MBA from renowned universities.


Customer Focus

Customer Service

Job Knowledge

Product Knowledge

Results Focus

Sales Goals

Sales Skills




More than 3 years