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Private Wealth Management - ESOP Sales

Develop ESOP proposals and manage onboarding for ESOP clients
Hong Kong
Mid-Level
6 hours agoBe an early applicant
Huatai Securities

Huatai Securities

Provides securities brokerage, investment banking, asset management, and wealth management services with a strong presence in Hong Kong and mainland China.

1 Similar Job at Huatai Securities

Huatai International Financial Holdings Company Limited

Huatai International Financial Holdings Company Limited ("Huatai International" or "the Company"), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group's international arm which plays a crucial role in the group's internationalization strategy by:

  1. Not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government's policies and commercial intentions);
  2. Actively making use of Huatai Securities' leading position, distribution network and customer base in mainland China;
  3. Integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.

Huatai International operates as a holding company for consolidating all of the group's cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor's has assigned Huatai International a "BBB+" rating (for long term) and "A-2" (for short-term).

Job Description:

  • Business developing includes the clients' pitching and the preparation of ESOP proposal materials for prospective clients.
  • Being the primary contact point for ESOP clients, providing customer support in the use of the ESOP system and participating in the continuing enhancement of the system.
  • Working closely with compliance, operation, IT and other internal teams, ensuring in-time and compliant internal execution for both new clients' onboarding tasks, and existing clients' long-term maintenance.
  • Coordinating with bankers, RMs, lawyers and other related professional parties in the provision of ESOP services.
  • Handling any ad hoc duties as assigned

Qualification:

  • Master's degree in finance related discipline.
  • At least 6 years related working experience.
  • Excellent customer services and communication skills.
  • Proficient in MS Office applications, especially Power Point.
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Private Wealth Management - ESOP Sales
Hong Kong
Sales
About Huatai Securities
Provides securities brokerage, investment banking, asset management, and wealth management services with a strong presence in Hong Kong and mainland China.