Huatai Financial Holdings (Hong Kong) Limited

【KGIHK / WM】Wealth Management - Investment Representative

Huatai Financial Holdings (Hong Kong) Limited(2 years ago)

OnsiteFull TimeMedior$70,193 - $94,889 (estimated)Private Banking
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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.

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Required Skills

  • Relationship Management
  • Wealth Management
  • Portfolio Review
  • Financial Products
  • Client Acquisition
  • Compliance
  • Sales
  • Networking
  • Communication
  • Cantonese

+2 more

Qualifications

  • Form 7 or Above
  • HK SFC Type 1 License
  • HK SFC Type 4 License
  • Insurance Authority License
Huatai Financial Holdings (Hong Kong) Limited

About Huatai Financial Holdings (Hong Kong) Limited

com.hk

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