Huatai Financial Holdings (Hong Kong) Limited

【KGIHK / WM】Wealth Management - Investment Representative

Huatai Financial Holdings (Hong Kong) Limited

2 years ago
Onsite
Full Time
Medior
0 applicants
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Huatai Financial Holdings (Hong Kong) Limited
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About this role

A Private Banking Account Manager role within a financial institution in Asia focused on serving high-net-worth clients and supporting the bank's wealth-management offerings. The position contributes to the firm's growth in the private banking segment and engages with regional client relationships.

Skills

Qualifications

Form 7 or AboveHK SFC Type 1 LicenseHK SFC Type 4 LicenseInsurance Authority License
Huatai Financial Holdings (Hong Kong) Limited

About Huatai Financial Holdings (Hong Kong) Limited

com.hk

N/A

About Huatai Financial Holdings (Hong Kong) Limited

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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