Relationship Manager

Eddid Securities and Futures Limited

Eddid Securities and Futures Limited (Eddid Securities and Futures) is a core member of the Eddid Financial Group. It was incorporated in Hong Kong in 2015. It relies on professional investment and research capabilities, excellent business capabilities, and comprehensive competition with abundant capital strength.

Possessing the profession, we successively obtained the 1, 2, 3, 4, 5 & 9 regulated activity licenses issued by Hong Kong SFC (Central Code: BHT550), and also a HKSE Participant (02047) (OTP-C broker code: 0974 and 0977). As a leading new first-line Internet licensed brokerage firm, EDDID Securities & Futures is committed to providing investors with an intelligent, one-stop global trading service platform. Currently, our businesses covers Hong Kong stocks, US stocks, Hong Kong futures, global futures and asset management, etc.

EDDID Securities & Futures attaches great importance to the improvement of overall investment and research strength, actively attracts and trains outstanding investment and research talents, integrates information, reporting, investment education and financial technology intelligence, empowers investment decisions every kilometer, and helps investors strive for over-predicted return on investment.

With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group.

Responsibilities

  • Develop high-net-worth clients and provide professional wealth management advice;
  • Maintain existing client relationships and enhance client satisfaction;
  • Provide investments market updates and execution of different financial products
  • Participate in client meetings, prepare business proposals, conduct financial analysis and KYC including risk management on overall portfolios
  • Maintain awareness of operational risks and Anti-Money Laundering (AML) prevention policies, and other relevant regulations and guidelines

Requirements

  • Bachelor’s degree or above in Finance, Economics, or related disciplines
  • A minimum of 3 years of relevant working experience in private banking or wealth management
  • Proficiency in both written and spoken English and Chinese, including Putonghua is necessary
  • Strong service and sales orientation, self-motivated with good communication skills
  • Good knowledge of investments, and Wealth Management products
  • Candidates with both IIQE Paper & SFC Licenses are highly preferred

 

We offer an exciting career opportunity to the successful candidate. Please email your detailed resume with current and expected salary and availability by clicking “立即申請”.

All information provided will be treated in strict confidence and used solely for recruitment purposes.

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薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
僱用形式
  • 全職
教育程度
  • 學士

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