about the job
Securities & Derivatives Trading Firm
- Source and onboard new offshore clients, with a focus on the Hong Kong and Taiwan markets.
- Understand clients' needs, objectives, and risk profiles.
- Advise clients on investment opportunities and other wealth management services, ensuring investment suitability and timely execution.
- Conduct regular reviews of clients' investment portfolios and risk profiles.
- Strictly adhere to risk and compliance regulations, including cross-border and AML guidelines.