Client Relationship Management:
- Maintain and enhance relationships with existing HNW/UHNW clients, Family Offices, and EAMs.
- Identify and develop new business opportunities to generate revenue through primary and secondary broking activities.
Investment Services:
- Provide comprehensive trading and dealing services, covering equities, fixed income, futures, commodities, and third-party products.
- Conduct post-trade reviews and data analysis for key clients.
Business Development:
- Participate in internal and external business development initiatives, including product roadshows and client visits in Greater China as needed.
- Collaborate with product teams to identify and develop innovative financial products.
Compliance and Risk Management:
- Ensure thorough credit assessments for new and existing clients, adhering to compliance and regulatory standards.
- Support the Wealth Management team in promoting the company's professional image and brand awareness.
Team Collaboration:
- Work closely with product specialists and investment advisors to manage and develop client portfolios.
- Assist in system testing and rollout with the IT department as required.
Client Engagement:
- Engage in day-to-day business meetings, addressing client inquiries and ensuring high levels of customer satisfaction.
- Expand your portfolio by exploring compatibility and onboarding new clients.
