• Achieve business target on different financial and non-financial products
• Proactively build and maintain the business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong
• Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solution
• Possess SFC and IIQE qualifications for marketing the Company’s products
• 2 years (Individual) or above (Senior Manager/Team head) of relevant experiences in serving high net worth individual customers in retail bank, private bank, or other asset management companies.
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