Account Executive/ Sales Executive

Responsibilities

• Identify and understand clients’ financial needs, deliver professional asset allocation advice, and build lasting client relationships through continuous, high-quality post-investment service. Effectively communicate the firm’s products and service offerings to both existing and prospective clients.
• Develop and manage relationships with high-net-worth clients, driving engagement and loyalty through professional and personalized service.
• Gather and analyze market intelligence and client feedback to provide tailored financial solutions that support wealth preservation and growth.

• Undertake any other assignments as directed by company management.
  

Requirements

• Bachelor’s degree or above. Majors in Finance, Accounting, or Economics are a plus.
• Minimum of 3 years’ relevant experience in maintaining and developing High-Net-Worth Individual clients and institutional clients (such as listed companies and family offices) in financial institutions such as securities firms, banks or fund companies. Hold a valid RA license.
• Proficiency in Mandarin, Cantonese and English is preferred.
• Strong customer service mindset with the ability to coordinate internal and external resources to implement effective solutions.
• Strong sense of responsibility, meticulous working habits, and a proactive attitude; good teamwork spirit and interpersonal skills.

Personal data collected will be used for recruitment purpose only.