Analyst, Wealth Management (Retail)

Ulifestyle; Aberdeen City; On-site; GBP 150,000 - 200,000; Full time

Job summary

A financial services firm located in Aberdeen City is looking for a dedicated individual to join their Wealth Management Department. The successful candidate will be responsible for developing sales strategies, managing client relationships, and expanding the firm's presence in Southeast Asia and other global markets. Applicants should have at least 1 year of experience in business development and possess a bachelor's degree in a related field. This role offers exciting career opportunities and requires excellent communication and analytical skills.

Qualifications

• Minimum of 1 year of experience in business development and sales.
• Knowledge of regulatory requirements in the financial industry.
• Possession of SFC RA1 and RA2 licenses preferred.

Responsibilities

• Develop and execute sales strategies for the Wealth Management Department.
• Expand market presence in Southeast Asia and globally.
• Maintain strong relationships with existing clients.
• Monitor market trends to identify opportunities.

Skills

Business development

Sales

Communication

Analytical skills

Education

Bachelor’s degree in related field

Job description

Eddid Securities and Futures Limited (Eddid Securities and Futures) is a core member of the Eddid Financial Group. It was incorporated in Hong Kong in 2015. It relies on professional investment and research capabilities, excellent business capabilities, and comprehensive competition with abundant capital strength.

Possessing the profession, we successively obtained the 1, 2, 3, 4, 5 & 9 regulated activity licenses issued by Hong Kong SFC (Central Code: BHT550), and also a HKSE Participant (02047) (OTP-C broker code: 0974 and 0977). As a leading new first-line Internet licensed brokerage firm, EDDID Securities & Futures is committed to providing investors with an intelligent, one-stop global trading service platform. Currently, our businesses covers Hong Kong stocks, US stocks, Hong Kong futures, global futures and asset management, etc.

EDDID Securities & Futures attaches great importance to the improvement of overall investment and research strength, actively attracts and trains outstanding investment and research talents, integrates information, reporting, investment education and financial technology intelligence, empowers investment decisions every kilometer, and helps investors strive for over-predicted return on investment.

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

Responsibilities

• Develop and execute sales strategies for the Wealth Management Department, including product structuring, new market development, and client management.
• Expand the department's presence in Southeast Asia including but not limited to Singapore, Malaysia, as well as other global markets.
• Ensure the smooth operation of the department and provide support to the Director and other senior management.
• Develop new business opportunities and maintain strong relationships with existing clients.
• Collaborate with the Director and other senior management to develop and implement the department's business plan and budget.
• Monitor market trends and competition to identify opportunities and risks.

Requirements

• Preferably with a recognized bachelor’s degree from tertiary institution in a related field
• Minimum of 1 year of experience in business development and sales within the financial industry is preferred
• SFC RA1 and RA2 licenses are preferred.
• Knowledge of regulatory requirements and industry standards.
• Positive and proactive personality with excellent communication and personal skills.
• Strong analytical skills and the ability to identify and evaluate business opportunities.

We offer an exciting career opportunity to the successful candidate. Please email your detailed resume with current and expected salary and availability by clicking “Quick Apply”.
All information provided will be treated in strict confidence and used solely for recruitment purposes