Relationship Manager – Private Wealth Management
Haitong International Securities
- Hong Kong
- Permanent
- Full-time
- Complete all necessary process to ensure account opening is smoothly and efficiently done;
- Preparing all necessary KYC review for Compliance requirement;
- Ensure comply with all cross border rules when servicing overseas clients;
- Ensure recommendations to clients are all proper and suitable to clients. Adopting a portfolio approach to assist clients to diversify investment risk;
- Working closely with all relevant department of the company to ensure work flows/processes are conducted properly and also perform cross selling;
- Familiarization of all policies and procedures of the Group and ensure no derivation;
- Comply with all training to be confirmed fit and proper.
- University graduate;
- Over 5 -10 years relevant working experiences;
- Good client handling skill;
- Good knowledge on all investment products and KYC process;
- Good knowledge on all regulatory requirement on suitability and cross border rules;
- Good working attitudes and systemic mind.
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