- Provide full range of wealth management services to a designated portfolio of high-net-worth customer.
- Expand the existing client base by exploring potential customers in the market.
- Degree holder or above, with 6 years’ experience in handling investment portfolio of affluent customers.
- Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required. .
- Good interpersonal and selling skills
Candidates with less experience can be considered as “Customer Relationship Manager”