Posted on 2022-01-13

Relationship Manager (PRC Leading Securities )

Links International

About the client

Our client is a leading PRC Securities .They are currently looking for an experienced candidate join as Relationship Manager .


Responsibilities:



  • Provide professional financial planning services to high-net-worth customers
  • Identify customer needs through financial analysis and portfolio review
  • Develop Premier customer base
  • Establish long term relationships with an assigned Premier clientele portfolio
  • Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships
  • Promote holistic wealth management service for optimizing new business opportunities
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements

Requirements:


  • Degree holder in Business or related disciplines
  • 5 years of relevant experience in sizable banks or securities
  • Solid Insurance or Investment sales experience
  • Strong interpersonal skills to manage a good relationship with clients and peer
  • Excellent command of spoken and written English and Chinese
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