Team Supervisor, Private Wealth Management
Forthright Financial Holdings Co., Ltd Hong KongTeam Supervisor, Private Wealth Management
職責
1. 帶領私人財富管理團隊，輔導團隊理財師掌握客戶需求，提供優質客戶服務，定期向客戶匯報市場走勢及投資組合狀況。
2. 帶領團隊開發高淨值客戶、維護客戶關係；依據客戶風險狀況、投資目標，結合公司產品觀點，提供合適投資建議。
3. 帶領團隊為客戶做財務分析，評估風險屬性、資產配置、投資年期及流動性需求，設計專屬投資組合方案，涵蓋基金、股票等不同資產類別。
4. 監督團隊持續檢視客戶資產規模（AUM），按預設配置建議調整持倉，推動團隊 AUM 增長及業務收入達標。
5. 確保團隊所有業務操作遵守監管機構的合規要求。
要求
1. 具財富管理團隊管理經驗，熟悉基金、股票、融資、保險及結構性產品；擁有高淨值客戶拓展及客戶關係管理能力。
2. 商業相關學士或以上學歷，優秀溝通能力，能流利運用粵語、普通話、英語（書寫及口語）。
3. 持有證監會 SFC 第 1 類牌照優先。
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