仕事概要
| 職種 | 専門職（コンサルタント、金融、不動産、専門サービス）／コンサルタント |
|---|---|
| 業種 | 金融／ 証券、投資信託 |
| 雇用形態 | 未分類 |
| ポジションレベル | 本部長/経営層レベル |
| 募集人数 | 1名 |
| 希望入社時期 | - |
| 必須語学力 | |
| 活かせる語学 | - |
| 勤務時間 | その他 |
| 福利厚生・休暇 |
仕事詳細
Our client is a large size financial group and they are looking for a highly motivated Relationship Management to join their wealth management division.
Responsibilities
To achieve business targets in revenue and AUM
To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
To expand clientele through own network
To comply with internal/external regulations and guidelines
Requirements
College or University and above
Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
Minimum 3 years' relevant experience in financial industry
Sales-oriented with proven sales record and performance
Good client network
Good knowledge of financial products and markets
Good communication, interpersonal skills
Proficiency in English, Cantonese and Mandarin
面接について
連絡先
Relationship Manager - Wealth Management
RGFタレントソリューションズ株式会社
35000 〜 45000 HKD
