Account Manager/PB Banker - Hong Kong - Gentleman Capital Limited

    Gentleman Capital Limited
    Gentleman Capital Limited Hong Kong

    1周前

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    全职
    描述

    **岗位职责**:

    • 协助客户进行境外私行账户的资产配置,包括日常询价、产品交易和监控跟踪投后情况,并负责与客户的交互。
    • 对资本市场有一定了解,能够为客户解释相关专业术语及专业产品情况,并做好相应风险控制。
    • 维护公司存量客户的基础上,积极主动开发新客户并拓展业务范围。

    **任职要求:**

    • 具备本科以上学历,经济、金融、会计等相关专业优先。持牌满足香港证监会要求,公司协助挂牌并申请香港工作签证。
    • 具有3年以上投资或私行相关工作经验,熟悉金融产品交易细则并拥有某些客户资源者优先考虑。
    • 能了解资本市场运作并及时跟踪市场动态,对宏观经济环境、货币政策等有所关注,并具有一定的市场敏锐度及研究分析能力。
    • 需要细致认真,积极乐观且抗压能力强,有清晰思路,并具有良好的沟通能力和团队精神。


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