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Private Wealth Management - Relationship Manager

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Job Description - Private Wealth Management - Relationship Manager

About Us:
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.

Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).

Job Description :

  • Responsible for developing and maintaining relationships with different kinds of clients in HK
  • Develop and implement business strategies and tactics, including new projects and products for the Department with an aim to grow the high net-worth customers proposition and generate revenues from products and services
  • Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs
  • Coordinating and communicating with different internal channels to support clients prospecting
  • Other work and hoc tasks when necessary assigned by the supervisors and managers.

Qualifications:

  • Bachelor Degree or above 
  • At least 5 years of solid experience in leading a private wealth management team 
  • Strong connection in acquiring high network customers
  • Strong communication skills and proficient in Putonghua and English. 
  • Team-oriented, collaborative and comfortable working in influencing role.
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