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Job Description:
This position is responsible for development of business relationship with high-net-worth individuals and families. Understand client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:
Developing and maintaining business relationship with high-net-worth individual clients.
Providing financial advise to high-net-worth clients and their families
Presenting research services and advising clients on investment opportunities.
Provide trading and execution services for clients, including equities, fixed income and mutual funds
Working in a highly dedicated and professional team environment
Core Qualification:
Knowledge
Thorough understanding of Sales & Trading business
Profound knowledge of the domestic and international capital markets and the firm’s products and services.
Understanding the client’s investment need and orientation
Skills and Abilities
Customer-oriented mentality
Passionate for the sales job and the financial market
Effective communicator
Excellent interpersonal skills, integrating tact and diplomacy
Strong self-starter, self-confident & energetic
Qualifications
Solid sales related experience in multinational companies, preferably having involved in securities sales.
Master degree in relevant majors, preferably an MBA from renowned universities.