Assistant Vice President, Corporate and HNW Clients

Responsibilities:

1. Provide wealth management and investment advisory services to High Net Worth clients;
2. Analyze client financial needs and risk profiles to recommend and offer suitable financial products and solutions;
3. Actively develop new client relationships and expand existing client portfolios to achieve sales targets and revenue growth;
4. Cultivate and maintain long-term, trusted relationships with clients through exceptional service and regular engagement;
5. Collaborate effectively with internal departments to ensure seamless client service and support;
6. Perform daily operations and customer services;
7. Undertake ad-hoc duties and special projects as assigned by management.

Requirements:

1. Bachelor degree of above in Finance, preferably with trainer experience of junior Sales Managers and with the in-depth knowledge in structured products and the associated product design capabilities. Strong analytical and quantitative skills;
2. 5 years or above work experience in Corporate Sales or Retail Banking including knowledge in Fixed Income or equity-linked products;
3. Strong communication and interpersonal skills – ability to form effective working relationships;
4. Proactive in taking responsibilities and be able to multi-task;
5. Passionate and motivated to contribute to investment banking field;
6. Capability of working closely with team members and delivering quality work under tight schedules;
7. Fluency in English and Mandarin；Both written and verbal communication skills.

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