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Posted on 2023-03-10
Head of Wealth Management
Job Matcher Responsibilities
- Develop and nurture relationships with High-Net-Worth clients
- Formulate, develop and execute total wealth plans and propositions of different types of investment and insurance products and services across client segments and channels
- Conduct and strengthen clients’ needs in wealth planning and portfolio management
Requirements
- Bachelor's degree or equivalent with qualifications in IIQE 1,2,3 and HKSI 1,7,8
- At least 8 years’ frontline experience in customer servicing, with proven exposure in handling high net worth clients
- Strong knowledge of wealth management products
- Excellent customer service skill and mindset
- Excellent command of English, Cantonese and Mandarin
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Company Overview
South China Financial Holdings Limited, a renowned company listed in the main board of the Stock Exchange of Hong Kong (stock code:619) , is principally engaged in an extensive range of financial services including brokerage, on-line trading of securities, foreign exchange, global commodities, wealth management , asset management, investment banking and money lending. To cope with the rapid expansion of our business in HK and PRC, we are looking for a candidate having strong caliber for the following position:
