Relationship Manager - Wealth Management (High Net Worth) Description 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 Country Hong Kong Company Financial Service Company Salary Up to US$70,000 Working Hours Full-
Time Contract Permanent Categories Treasury, Equities / Fixed Income / Treasury, Hedge Funds / PE / Asset Management, Insurance / Actuary, Private Banking / Wealth Mgt, Private Equity & Venture Capital, Account Management / Pre-
Sales, Business Development, Channel / Regional Sales, Sales Director / Management Industries null