- Formulate marketing strategies: According to the development plan of private wealth business and target customer groups, formulate specific marketing strategies.
- Marketing promotion: Expand the popularity of Futu PWM in Hong Kong through various marketing means such as online media, social networks, offline activities, promotion meetings, etc.
- Customer activities and services management: Organize and participate in customer activities, such as wealth management lectures, overseas investment seminars, etc., to provide clients with intimate services and enhance clients’ satisfaction and loyalty.
- Report writing: Timely collated and reported the data, effects and related analysis reports of marketing activities, and assisted leaders in making strategic decisions.
- Bachelor degree or above, major in finance, marketing and other related fields is preferred.
- At least 3 years working experience in private banking or financial marketing. Agency experiences of serving private banking clients will also be considered.
- Good oral and written communication skills, as well as a high level of dictation, and the ability to communicate and cooperate with people from different cultural backgrounds and social classes.
- Familiar with market analysis methods and skills, with strong data collection, sorting and analysis skills, and able to adjust marketing strategies according to market conditions.
- With business sensitivity and foresight, able to timely identify market opportunities and formulate corresponding marketing strategies.
- Strong English listening, speaking, reading and writing skills, and fluent in business negotiation and communication. Fluent in Cantonese is preferred.
