Manager/ Senior Manager, Equity Sales

职位描述

- Support business development initiatives to expand client base across HNWIs, corporate clients, local and crossborder wealth management business

- Assist in identifying client needs and delivering financing solutions across Equity, Futures, Funds, Bonds, Structure Products and Private Placement as well as cross-selling of IBD services to potential IPO and M&A clients

- Consolidate and provide market update, research reports as well as prepare presentation and pitch book for client meetings and communication

- Provide day-to-day client servicing and account maintenance, including market updates, trade execution support and portfolio monitoring

- Gather and analyse clients and channels’ feedback so as to identify prevailing trend of investors’ demand and product preferences

任职要求

- Bachelor's degree in Business, Finance, Economics or related disciplines

- At least 1 years of sales support or client relationship experience in financial services (brokerage, banking or wealth management) in Hong Kong

- Strong team player with proactive attitude and ability to work under pressure

- Proficient in MS Office

- Proficiency in written and spoken English and Chinese including Putonghua.