Customer Relationship Officer/ Assistant, Wealth Management

About Wing Fung Credit Limited

Incorporated in Hong Kong in 1999, Wing Fung Credit Limited ("Wing Fung Credit") is dedicated to provide professional and comprehensive loan services to its customers in Hong Kong of different industries and backgrounds.

Wing Fung Credit is a member of Wing Fung Financial Group (“Wing Fung”), a leading comprehensive financial services group in Hong Kong, providing precious metal wholesale, bullion margin trading, gold bars retail, securities, futures, asset management and credit services. Wing Fung is a member of The Chinese Gold & Silver Exchange Society (Membership No.: 34) and one of the Hong Kong Accredited Gold Refineries of 999.9 and 99 Wing Fung brand gold bars. Additionally, Wing Fung has been appointed by The Chinese Gold & Silver Exchange Society (CGSE) as the liquidity provider (dealer) of Loco London Gold market, taking a lead in the industry.

Responsibilities:

• Develop customer relationships and explore business opportunities within the high net worth segment
• Promote full range of wealth management products and services to high-net-worth customers
• Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite
• Coordinate and build up the relationships within the entitles in Wing Fung Group and fully utilize the internal and external resources as well as the channels of the Group
• Perform tasks in accordance with regulatory and compliance requirements

Requirements:

• Relevant university degree or professional qualification in finance, economics, or a related field
• Minimum 2 years of experience in wealth management, private banking, or a similar client-facing role
• Excellent interpersonal, communication and presentation skills
• Determined individual who has a passion of private client service
• Proficient in both spoken and written English and Chinese