Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS、Credit Suisse 、Julius baer or BOS;
Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
Perform investment portfolio analysis and provide re-allocation recommendation;
Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business;
Comply with full compliance with internal guidelines and external regulatory bodies.
Requirements：
Preferably a Degree holder or equivalent;
Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking;
Familiar with KYC and account documentation with knowledge of wealth management products;
Holder of SFC license for Types 1, 4 regulated activity is a must ,better with Type 9 ;
Good knowledge in insurance products, bonds, funds and other wealth management products;
Sales-oriented with good relationship building and customer service skills;
Mature, independent and business oriented, with the ability to work effectively under pressure;
Good command of written and spoken English and Chinese (including Mandarin);
A candidate with experiences in UBS、 Credit Suisse 、Julius baer 、BOS and CMB is highly preferred, with relevant experience in the Private Banking field is a must.
投資顧問
职位描述
Job Highlights
investment advisory
private banking
private wealth management
Job Description Responsibilities:
Work closely with Investment Representatives in developing and growing client relationships in investment aspects；
Develop investment advisory platform, enlarge the investment activities in portfolio basis；
Provide investment advisory services with tailor-made investment advices and multi- asset class wealth solutions to ultra-high net worth clients；
Customize and prepare deliverables and presentations on actionable investment ideas in unit trusts/mutual funds, bonds，ETFs and structure products；
Provide broad support to business；
Development team on the sales process, i.e. opportunity qualification, understanding of B2B partners’ capital market expectations, presentation of investment ideas and sales closure;
Enrich front line staff’s product and investment knowledge and resolve all issues on the investment advisory process.
Requirements:
Strong communication and presentation skills;
Display passions on investing and keen to bring projects to fruition;
Good command in written and spoken English and Chinese (including Mandarin);
Around 3 years’ experience in investment advisory within private wealth management, specialization on ultra- high net worth clients will be a plus;
Bachelor's degree in Finance, Economics or Business related disciplines;
Familiar with asset allocation techniques and portfolio management strategies;
Deep understanding in private banking rules and regulations;
CFA, Certified Financial Planner or other relevant qualifications is an advantage;
Holder of SFC license for Types 1, 4 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 or equivalent required;
A candidate with experiences in UBS、 Credit Suisse、Julius baer or BOS is highly preferred, with relevant experience in the Private Banking field is a must.
首席財務官
职位描述
Job Highlights
controller
finance
tax
Job Description
Job duties:
Manage the financial teams in Hong Kong, Singapore and China
Supervise and monitor financial reporting, tax planning, budgeting, forecast, cash flow management and cost-saving controls
Demonstrate strong understanding and up-to-date knowledge of market trend, best financial & accounting practices, taxation requirement and local regulations
Analyses business processes to ensure compliance with internal and external policies and procedures
Collaborate and maintain strong relationships with external parties
Act as a business partner to drive business initiatives and recommendations for enhancing financial performance and business opportunities aligned with business objectives
Requirements:
Bachelor's or above Degree in Finance, Accounting or related disciplines
Familiar with Hong Kong, Singapore & PRC accounting and taxation regulations is a must
Qualified member of CPA with minimum 10-15 years of relevant experience from a listed financial institution with international exposure; Big 4 experience would be an advantage
Fluent Chinese and English
Strong experience in analysis, tax planning, forecasting and budgeting
Excellent communication and interpersonal skills
Strong leadership and team spirit
Occasionally travel to China and other countries whenever required
投資組合經理
职位描述
Responsibilities:
•Determine the strategic investment direction and management of the investment function;
•Manage portfolios to achieve absolute return, with the goal of effectively outperforming peer index in different markets;
•Develop and implement risk and control policies;
•Maintain and update investment policies and procedures;
•Comply with all applicable compliance requirements, laws, rules and regulations and standard of good market practices.
Requirements:
•Bachelor degree or above in Finance, Accounting or related disciplines with min 8 years’ working experience in financial institutions.
•Proven track record in managing investment portfolio;
•Excellent ability of systematic thinking and judgement, and with the ability of risk awareness and risk control;
•Responsible, enthusiastic, well-organized with good communication skills.
