Relationship Manager

About Eddid Financial

Anchored in Hong Kong, Eddid Financial is an all-encompassing financial group centered around fintech and dedicated to integrating latest technologies into its enterprise DNA. The diversified businesses of Eddid Financial range from retail to institutional and include but are not limited to fintech, internet finance, wealth management, asset management, investment banking, and digital assets. Eddid Financial is committed to providing one-stop financial services and products to customers through high-quality investment solutions.

Members of the Group hold a variety of licenses and memberships across key financial markets. These include Hong Kong Securities and Futures Commission (SFC) regulated activities ("RA") licenses for types 1, 2, 3, 4, 5, 6, and 9; SEHK and HKCC participant (OTP-C broker number: 0974 and 0977), Insurance Broker Company license; Trust or Company Service Provider License in Hong Kong. Additionally, our fully owned U.S. broker-dealer subsidiary, Eddid Securities USA Inc., maintains approved membership with the Financial Industry Regulatory Authority (FINRA), the National Futures Association (NFA), the Securities Investor Protection Corporation (SIPC), and the Nasdaq Stock Market LLC (NQX), and is a registered with the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) in the United States. Our Singapore subsidiary, Eddid Financial Singapore Pte. Ltd., holds the Capital Markets Services License (License No.: CMS101839) issued by the Monetary Authority of Singapore (MAS).

With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group.

Responsibilities

• Develop high-net-worth clients and provide professional wealth management advice;
• Maintain existing client relationships and enhance client satisfaction;
• Provide investments market updates and execution of different financial products
• Participate in client meetings, prepare business proposals, conduct financial analysis and KYC including risk management on overall portfolios
• Maintain awareness of operational risks and Anti-Money Laundering (AML) prevention policies, and other relevant regulations and guidelines

Requirements

• Bachelors degree or above in Finance, Economics, or related disciplines
• A minimum of 3 years of relevant working experience in private banking or wealth management
• Proficiency in both written and spoken English and Chinese, including Putonghua is necessary
• Strong service and sales orientation, self-motivated with good communication skills
• Good knowledge of investments, and Wealth Management products
• Candidates with both IIQE Paper & SFC Licenses are highly preferred

We offer an exciting career opportunity to the successful candidate. Interest parties are welcome to send us your CV to ***********@eddid.com.hk .

All information provided will be treated in strict confidence and used solely for recruitment purposes.

*僅提供英文版本*

Information :

• Company : Eddid Financial Holdings
• Position : Relationship Manager
• Location : Hong Kong
• Country : HK