富途RM Assistant

任职要求

1.Bachelor's degree or above, preferably in Finance, Economics, or a related field;2.1-2 years of relevant experience, fresh graduate will also be considered;3.Excellent command of spoken and written English, Mandarin and Cantonese ;4.High level of customer-centric mindset to deliver exceptional quality services for customers;5.Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.6.SFC Licensed type 1 and 4 or - HKSI LE Paper 1,7 & 8 or equivalent.

工作职责

1.Assist Relationship Manager to manage key partner relationship to achieve business targets
2.Explore new business opportunities in order to company strategy
3.Building tight relationship with HNW clients to complete team AUM and revenue target
4.Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
5.Support marketing team to build HNW activities based on the team resources
6.Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
7.Work on ad hoc projects and tasks assigned by the management.