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职责和能力：

• 在大中华地区主动发掘潜在客户、建立联系从而发展客户关系；
• 通过投资管理、财产规划/保全以及其他相关的服务和建议从而有效管理客户关系；
• 为客户规划投资与资产配置策略、向客户解释投资策略伴随的风险、并密切监控客户投资组合；
• 向客户提供投资、风险管理、融资/流动性管理等方面的解决方案；
• 作为客户的主要联系人进行日常账户管理和投资组合管理；
• 了解客户的财富背景、收集相关资料、履行“了解你的客户”尽调责任以符合私行开户时的合规审查和公司内部的开户要求；
• 充分利用公司的平台优势来满足客户各方面的需求以达到“一站式服务”的目标。

要求：

• 至少7年在大中华地区担任客户经理或相应岗位服务高净值客户的工作经历；
• 丰富且扎实的私人银行工作经历，在管理资产量增长、客户关系建立和利润发现方面有着优秀的过往业绩；
• 宽广的人脉关系以及对大中华地区市场、监管环境和文化的深刻了解；
• 充足的产品知识，包括金融工具、保险产品和家族信托；
• 很强的客户服务意识和过硬的解决问题的能力；
• 喜欢资本市场；
• 认真细心、有团队精神、有责任感。

The Relationship Manager role will be expected to:

• Actively identify prospects, establish contact with them, and perform acquisition of high-net-worth clients in the key markets of the region;
• Effectively manage client relationships through investment management, wealth planning, and other related advising;
• Develop investment and asset allocation strategies for clients, communicate the risk involved with various investment strategies with clients, and keep close monitoring on the investment portfolios
• Provide tailored solutions that address clients’ investment, risk management, and financing/liquidity needs;
• Function as the primary client contacts for account management and portfolio management;
• Understand clients’ background, gather information, and drive the know-your-customer due diligence as the first line of defense, to fulfil related compliance for facilitating account opening and internal requirements;
• Leverage firm’s platform to fulfill client needs to achieve the one-stop service goal.

Requirements:

• Minimum 7 years of private banking experience in the targeted region, being in a relationship manager role or equivalent capacity managing HNW/UHNW clients;
• Abundant and proven experience in Private Banking, and demonstrated track record in asset growth, relationship selling, and revenue generating;
• Extensive market connections and thorough understanding of the market landscape, macro regulatory environment, and culture of the targeted market;
• Strong product knowledge in wealth management, including financial instruments, insurance products, and family trusts;
• Client servicing oriented work ethic and problem-solving mentality;
• Interests in the financial markets;
• Attention to details, ability to work in a collaborative environment, and sense of responsibility.

职责和能力：

• 与客户经理团队合作，为超高净值客户提供全面且定制化的投资建议；
• 作为客户的主要联络人（与客户经理组队）向客户提供投资产品推荐、交易执行、投资组合监控等服务；
• 对不同资产类别的金融工具有深刻的认识，包括股票、固定收益、外汇、基金、衍生产品、结构性产品和另类投资产品；
• 过往有经验实施投资方案的落地和监控，并且有能力向客户或客户经理团队提供市场意见、建议和可以执行的投资想法；
• 建立和维护客户投资头寸数据并每天监控；
• 与客户经理团队协作开发新的客户。

要求：

• 本科学历以及至少3-5年在投资顾问/研究岗位的工作经历（最好是大行工作经验）；
• 流利普通话和广东话，中英文读写；
• 优秀的Excel以及PowerPoint技巧，会编程是加分 (Excel VBA)
• 有能力在高压的环境下工作，并且接受工作中的挑战；
• 喜欢资本市场；
• 认真细心、有团队精神、有责任感。

The Investment Counsellor role will be expected to:

• Partner with Relationship Managers to provide holistic and bespoke investment solutions on capital market products to priority clients;
• Function as one of the primary client contacts (in partnership with the Relationship Manger team), including investment product recommending, trade execution, and client portfolio monitoring;
• Possess profound knowledge across multiple asset classes including Equities, Fixed Income, FX, Funds, Derivatives, Structured Products and Alternative Investments;
• Have experiences in implementing and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas;
• Develop and maintain database on client investment positions and closely monitor them on a daily basis;
• Form a team with Relationship Managers to pitch prospect clients for new businesses.

Requirements:

• Bachelor’s degree with minimum 3-5 years’ experience in investment counselling and research (preferably gained from large financial institutions);
• Fluent in Chinese (Mandarin & Cantonese) and English, both written and spoken;
• Excellent skills in Excel and PowerPoint, programming is a plus;
• Ability to work under pressure and in challenging conditions;
• Passionate about the financial markets;
• Attention to details, ability to work in a collaborative environment, and sense of responsibility.

职责与要求：

• 3-5年私人银行或券商财富管理部门工作经验
• 熟悉金融工具和产品的基本知识（债券、股票、基金、衍生品、结构性产品）
• 有亲自服务过客户的经历，包括下单，做投资适合度测试，账户出入金，账户借贷等
• 熟悉私人银行及券商的开户流程和要求
• 对资本市场有兴趣
• 认真细心，有责任感
• 流利普通话，英文读写，广东话是加分项
• 工作地点：香港
• 岗位职责：开立账户、账户日常维护、交易下单（股票、债券、基金、结构性产品）、金融产品询价、整理每日交易流水、投资组合管理

• 3-5 years’ experience in Private Banking or Wealth Management Division in a brokerage firm serving HNWIs
• Good knowledge in financial instruments and products (bonds, equities, funds, derivatives, and structured products)
• Real hands-on experience with clients including trade execution, product suitability testing, funding in and out, and loans
• Familiar with account opening procedures and KYC requirements in the private banks and brokerage firms
• Interests in the financial markets
• Attention to details and sense of responsibility
• Fluent Mandarin, reading and writing in English, Cantonese is a plus
• Location: Hong Kong
• Responsibility: Account opening and maintenance, trade execution (stocks, bonds, funds, structured products), product quotation, trade blotter compiling, and client portfolio management