Posted on 2021-11-25
Southwest Securities (HK) Brokerage Limited

Relationship Manager, House Accounts

Southwest Securities (HK) Brokerage Limited

Job Responsibilities:

  • Acquire and build a good relationship with existing and new target customers
  • Provide a wide spectrum of financial advice and solutions in Wealth Management to customers and identify up-selling and cross-selling opportunities, also provide global asset allocation services for High-Worth-Valued customers
  • Engage in end-to-end financial service, which includes customer needs identification, solution recommendations, application fulfilment and after-sales services
  • Participate in promotion programs to acquire new clients and improve clients engagement
  • Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines
  • Provide daily operations support to the department
  • Handle ad-hoc projects as assigned by supervisor

Job Requirements:

  • Degree holder in in Finance, Economics, Business or related disciplines
  • 2-3 years of customer service and wealth management working experience
  • Holder of SFC license RA1 is a must
  • Well communicated, self-driven, stable, proactive, independent, able to work under pressure and have interest in the wealth management
  • Excellent command of written and spoken Chinese & English, fluency in Mandarin

Attractive package will be offered to the right candidate. Interested parties please send both Chinese & English resume with current and expected salary to the Human Resources Department at 40/F., Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong or email.

Data collected will be used for recruitment purpose only.


More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan
Job Function
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
  • 2 years - 3 years
Career Level
  • Middle management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree