此职位不再接受申请
- Develop and manage a portfolio of HNW/UHNW clients
- Identify investment opportunities and provide investment advice for HNW clients
- Develop investment strategies, conduct investment portfolio analysis and performance monitoring
- Perform regular client portfolio review and make recommendations for portfolio re-allocation
- 5 - 7 years of experience in Relationship Management, preferable with connections in HNW clients
- Degree holder in Finance or related disciplines, CFA or CFP preferred
- Pass in HKSI licensing examination
- Good communication in sound knowledge in investment products
Relationship Manager - Hong Kong, 香港 - Talent Axis
描述
Responsibilities
Requirements