Hong Kong Job Openings

Yuanta Securities (Hong Kong) Company Limited

Relationship Manager / Senior Relationship Manager

FULL TIME

September 4, 2024

Qualifications & experience

Associate Degree / Higher Diploma or above;
SFC type 1,2,4 & 5 license holders; Passed HKSI paper 1,7,8 or licensed with SFC Type 1 is preferred
At least 1 year related experience in customer services or sales role
Customer oriented, proactive, result-oriented
Excellent presentation and interpersonal skill
Fluency in written and spoken English and Chinese (Cantonese or Mandarin)
lmmediate available would be an added advantage

Tasks & responsibilities

Plan and execute strategy to achieve business target
Expand business and customer base in Asia such as China, Taiwan, Singapore, Malaysia etc.
Monitoer the accounts and trading positions and activities of the clients and attendance to the necessary follow-up
Acting upon clients' instructions to execute investment transactions
Support business management in ensuring that the business operates in compliance with all internal and external policies, procedures and regulatory requirements
Ad hoc duties as assigned from time to time by the Employer

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Full-time
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