Acquire new clients and AUM
Maintain and manage existing clients' relationship
Provide product and services that can satisfy clients' need in terms of global wealth planning
Ensure operations are compliance of all relevant local and cross border regulations
Job Requirements :
Minimum a Bachelor's Degree in Business Administration/Banking and Finance or any relevant discipline
Minimum 8 years of experience in finance industry
Good knowledge of relevant financial products
CACS, CFA preferred
* Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan
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