Senior Associate/Assistant Vice President, Wealth Management (Retail)

Eddid Securities and Futures Limited

About Eddid Financial:

Anchored in Hong Kong, Eddid Financial is an all-encompassing financial group centered around fintech and dedicated to integrating latest technologies into its enterprise DNA. The diversified businesses of Eddid Financial range from retail to institutional and include but are not limited to fintech, internet finance, wealth management, asset management, investment banking, and digital assets.

Eddid Financial is committed to providing one-stop financial services and products to customers through high-quality investment solutions. Members of the Group hold a variety of licenses and memberships across key financial markets. These include Hong Kong Securities and Futures Commission (SFC) regulated activities ("RA") licenses for types 1, 2, 3, 4, 5, 6, and 9; SEHK and HKCC participant (OTP-C broker number: 0974 and 0977), Insurance Broker Company license; Trust or Company Service Provider License in Hong Kong.

Additionally, our fully owned U.S. broker-dealer subsidiary, Eddid Securities USA Inc., maintains approved membership with the Financial Industry Regulatory Authority (FINRA), the National Futures Association (NFA), the Securities Investor Protection Corporation (SIPC), and the Nasdaq Stock Market LLC (NQX), the New York Stock Exchange (NYSE) and NYSE American, and is a registered with the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) in the United States.

Our Singapore subsidiary, Eddid Financial Singapore Pte. Ltd., holds the Capital Markets Services License (License No.: CMS101839) issued by the Monetary Authority of Singapore (MAS).

 

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

 

Key elements of the job:

  • Develop and execute sales strategies for the Wealth Management department, including product structuring, new market development, and client management.

  • Expand the department's presence in South East Asia including but not limited to Singapore, Malaysia, as well as other global markets.

  • Ensure the smooth operation of the department and provide support to the Director and other senior management.

  • Develop new business opportunities and maintain strong relationships with existing clients.

  • Collaborate with the Director and other senior management to develop and implement the department's business plan and budget.

  • Monitor market trends and competition to identify opportunities and risks.

 

The ideal candidate:

  • Bachelor's degree in a relevant field.

  • SFC RA1 and RA2 licenses are required.

  • Knowledge of regulatory requirements and industry standards.

  • Minimum of 3 years of experience in business development and sales within the financial industry.

  • Positive and proactive personality with excellent communication and personal skills.

  • Experience working with senior management and the ability to influence and persuade others.

  • Strong analytical skills and the ability to identify and evaluate business opportunities.

  • familiar in investment instruments and markets and passion in investment.

  • Fluency in CANTONESE, with excellent written skills in both English and Chinese

 

更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 分析師
  • 銀行 · 金融服務 - 風險管理
  • 銀行 · 金融服務 - 一般 · 其他
僱用形式
  • 全職
教育程度
  • 碩士
  • 學士

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