Key Responsibilities: Client Relationship & Business Growth: Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team AUM and sales targets. Advisory & Solutions Collaboration: Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives.
Client Service & Retention: Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues. 職責: 與平台主动交易型高贡献客群客戶建立緊密的關係，以完成團隊資產管理規模和銷售目標 與投資顧問和產品團隊密切合作，根據客戶的需求和風險狀況向他們提供持倉診斷、資產配置等服務 為存量客户客戶提供優質服務，包括但不限於開戶、關係維護和解決客戶交易類問題 Requirements Requirements: Education: Bachelor’s degree or above, preferably in Finance, Economics, Business Administration, or a related discipline.
Experience: 2–6 years of relevant client-facing / relationship management experience in financial services or brokerage. Trading Expertise (Must-have): In-depth knowledge of financial products with a minimum of 2 years of hands-on experience in complex derivatives trading . Work Authorization: Valid Hong Kong Permanent Identity Card (HKID) or eligible Hong Kong work visa (e.g., IANG, TTPS / Top Talent Pass Scheme, QMAS).
Language Proficiency: Professional working proficiency in Cantonese and Mandarin (both spoken and written); fluency in English is a strong plus. Mindset: Highly client-centric with strong service orientation, commercial acumen, and excellent communication skills. Preferred Qualifications (Nice to Have): Prior experience in Private Banking (PB) or Private Wealth Management (PWM) , with a solid understanding of PWM operational workflows, industry regulations, and strong risk & compliance awareness.
Currently holding SFC Type 1 & 4 representative licenses , or having passed HKSI Licensing Examination Papers 1, 7 & 8 . 要求: 本科及以上學歷，金融、經濟或相關專業優先 2-6年客戶相關工作經驗 持有香港身份證 或 在港工作/逗留簽證（IANG/高才/優才） 粵語和國語可以作為工作語言, 會英語者優先考慮 熟悉期權，並擁有2年或以上複雜衍生品交易經驗 (必須) 以客為先，有服務意識，能為客戶提供卓越的優質服務 加分項 優先考慮有私人銀行或私人財富管理相關工作經驗，熟悉私人財富管理業務流程及相關法規，具備風險及合規意識的候選人 優先考慮持有香港證監會1,4號牌照或通過證券及期貨考試 1,7 & 8 卷的候選人