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.
