Job summary
| Job category | Professional (Consulting / Finance / Real Estate / Professional Services)／Consulting |
|---|---|
| Industry | Finance／ Securities / Investment Trusts |
| Employment type | Uncategorized |
| Position level | Director or Above |
| Number of openings | 1 |
| Desired entry time | - |
| Required language skill | |
| Foreign language competence | - |
| Working hours | Others |
| Welfares / Leave systems |
Work details
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
About interview
Liaison
Relationship Manager - Wealth Management
RGF HR Agent
35000 〜 45000 HKD
