职务概要
| 职位种类 | 专业服务（咨询/金融/房地产/专业咨询）／咨询 |
|---|---|
| 行业类别 | 金融／ 证券/基金 |
| 职位类型 | 未分类 |
| 岗位级别 | 本部长/部门总经理及以上 |
| 招聘人数 | 1 |
| 希望入职时间 | - |
| 必须语言能力 | |
| 希望具备的语言能力 | - |
| 工作时间 | 其他 |
| 福利待遇和带薪休假 |
详细工作内容
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
关于面试
联络人
Relationship Manager - Wealth Management
上海艾杰飞人才管理咨询有限公司（RGF）
35000 〜 45000 HKD
