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Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Develop and maintain relationships with HNW clients, providing tailored both of onshore and offshore banking solutions, expert advice on portfolio management, financial products, Investment opportunities and wealth structuring.
• Acquire new clients by leveraging existing network and through targeted prospecting efforts.
• Provide exceptional client service by ensuring timely and accurate execution of transaction, responding to client inquiries, and addressing their financial goals.
• Work closely with the wealth management team such as CIO team, Wealth Planning and Family office.
• Monitor and optimize client s investment portfolios, ensuring they align with investment objective and defined strategy.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• Minimum of 7-year experiences in Private Banking, Investment, or Wealth Management fields. Experience in working with High Net Worth customers is preferable.
• Experience in offshore Investment or offshore working experience is preferable.
• Investment and insurance license holder, CFP is a plus.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing. And good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious, and capable presentation skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

3 years required

Skills:

Finance, Accounting, CFP, English

Job type:

Full-time

• Maintain and expand customer-base and business volume, together with maintain customer service and offer benefits to maximize customer satisfaction.
• Overview and monitor the result of recommended asset allocation of each clients in order to provide an acceptable level of investment benefits to them.
• Be representative of the bank and build up strong relationship with relevant agencies and clients for smooth operations.
• Maximize business volume and revenue to the bank by recommending the investment products to clients under their appropriate risk appetite, operating guidelines, rules & regulations of the bank, authorized agencies, and related parties.
• Offer investment products which aligned with the Bank s policy as well as manage cost regards to customer care in an appropriate level.
• Qualifications Bachelor s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• At least 3 years of experience in Banking, Investment or Financial organization. Experience in working with High Net Worth customers is preferable.
• Holding relevant licenses for investment, such as IC, CFP, CISA, Single License, NIB, LIB will be advantage. Possess solid knowledge in investment and investment product.
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing.
• Good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious and capable presentation skills.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.

Experience:

5 years required

Skills:

Research, Finance, Accounting

Job type:

Full-time

• Lead the Investment Strategic team in overall strategies and product updates.
• Create global asset allocation strategy and research papers by using fundamental analysis as well as summarize and provide the main investment ideas for SCB Single House View Meeting.
• Communicate strategies and market views or knowledge in friendly format to educate different RM segment.
• Provide the answers to queries about economics fundamental and investment strategy, together with seek for the appropriate investment research papers to RM.
• Perform maintenance of tactical asset allocation models and co-operate with Investment Product and Asset allocation Team.
• Qualification Bachelor s degree or higher Business Administration, Finance & Banking, Accounting, Economics, or related fields.
• Minimum 5 years of working experience in research and investment strategy analysis.
• Possess CFA1, CISA1, CFP, and Investment Analyst License.
• Possess Fund Manager License, CMT is a plus.
• Excellent written & oral communication and analytical skills.
• Interested candidate, please submit your CV to [email protected] We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.