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9. Client Management, Advisory and Support
QF Level ( 1234567 )
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9. Client Management, Advisory and Support
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 3
Code:
106859L3
Name:
Handle matters related to documentation of client information
QF Level:
Level 3
Code:
106861L3
Name:
Coordinate with different parties in providing on-going account services
QF Level:
Level 3
Code:
106862L3
Name:
Generate data or report by using Customer Relationship Management (CRM) systems
QF Level:
Level 4
Code:
106849L4
Name:
Conduct networking activities to obtain business contacts
QF Level:
Level 4
Code:
106857L4
Name:
Identify business opportunities in clients and cross sell to other business units
QF Level:
Level 4
Code:
106878L4
Name:
Coordinate with different parties to implement client's investment decision
QF Level:
Level 5
Code:
106866L5
Name:
Set sales target / performance matrix for sales teams or individual sales staff
QF Level:
Level 5
Code:
106877L5
Name:
Perform KYC for new accounts opening for private bank clients
QF Level:
Level 5
Code:
106883L5
Name:
Execute investment transactions in accordance with pre-defined strategies
QF Level:
Level 5
Code:
106884L5
Name:
Conduct periodic investment portfolio review with clients
QF Level:
Level 6
Code:
106844L6
Name:
Determine the strategic approach for obtaining business deals
QF Level:
Level 6
Code:
106845L6
Name:
Develop client account plan and analyze profitability of clients
QF Level:
Level 6
Code:
106846L6
Name:
Analyze the valuation of different assets and calculate the pricing
QF Level:
Level 6
Code:
106851L6
Name:
Develop investment mandates / agreements with clients to define the relationship
QF Level:
Level 6
Code:
106872L6
Name:
Provide recommendations on asset allocation based on client needs
QF Level:
Level 6
Code:
106873L6
Name:
Select appropriate products for executing investment strategies
QF Level:
Level 6
Code:
106880L6
Name:
Make tactical adjustment on investment decision in response to market changes
QF Level:
Level 6
Code:
106882L6
Name:
Evaluate portfolio performance to ensure meeting of pre-defined investment objectives
QF Level:
Level 7
No Item
Note:
- The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
- The contents of all SCSs will be updated regularly.
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