OLIVIA CO. which companies and organizations rely on us to find high quality professionals for a range of roles in consultancy and finance, banking and financial services, legal, human resources, marketing, sales, secretarial and business support. Professionals who are looking for a new role, whether...

OLIVIA CO. which companies and organizations rely on us to find high quality professionals for a range of roles in consultancy and finance, banking and financial services, legal, human resources, marketing, sales, secretarial and business support. Professionals who are looking for a new role, whether it’s on a permanent, interim or contract basis, trust us to find them their ideal job.

We haven’t grown by snapping up our rivals, we’ve done it by making sure we deliver on our promises, QUALITY & INTEGRITY. And that’s meant more companies and professionals want to work with us.

Private Wealth Management Associate (Asia Pacific)

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Location Hong Kong Island, Guangzhou (廣州), Shenzhen (深圳)
Employment type Full Time
Industry Financial Services
Job function Banking / Finance > Asset Management
Banking / Finance > Corporate Finance
Banking / Finance > Investment & Securities
Published On 22/09/2017
Salary (HKD) Min. $12,000
ref. PWMA1106

Principal Responsibilities

  • Developing and maintaining client base 
  • Preparing financial plans with a mix of short and long term investments and protections, Implementing approved plans
  • Providing periodic updates on the performance of investment portfolios
  • Perform risk analyses including identification, controls and monitor all aspect of risk management
  • Negotiating with providers of financial products
  • Keeping up to date with new products and changes in the law. 

 

 

 

 

Requirements

 

  • Degree holder in Finance, Economics, Accounting or business Administration.
  • Good team player and self –driven ability to manage people and performance
  • Proficiency in written and spoken English
  • Proficient PC skills, including Word, Excel and the use of Internet Search Engines 

 

Skills

 

  • Excellent communication and listening skills
  • Ability to explain complex information clearly and simply
  • Ability to analyse and research information
  • Good sales negotiation and report writing skills
  • An interest in financial products and markets
  • Determination and motivation to meet targets 
  • Discretion and a trustworthy manner
  • A respect for private and confidential information

Benefits

  • Qualified candidates will be recommanded to join the Premier Academy Program for comprehensive financial analysis, communication and team management trainings. 
  • Overseas conference meeting and training
  • Top performance team members will be promoted to financial magazines, newspaper and TV program

Interested parties please apply with a full resume attachment in MS Word/PDF format and send to info@oliviaco.co.  All information received will be kept in strict confidence and be used for recruitment purposes only.