Posted on 2022-09-23

Relationship Manager / Senior Relationship Manager, Private Wealth Management

South China Financial Holdings Limited

  • Bring along existing clients/channels to increase our AUM;
  • Develop business on wealth management products including but not limited to securities, insurance products, bonds, funds , immigration services and overseas property investment products to achieve sales target for HK and China markets ;
  • Analyze client needs and develop marketing and product enhancement strategies;
  • Cultivate strong relationship with clients and broaden the high-net-worth client base
  • As a key role to maintain and develop the business channels in both HK & China;
  • Lead, build and motivate the sales team to achieve sales target.
  • Develop the long-term product development strategy and business relationship of wealth management product providers (e.g. insurance, mutual funds, ETF, etc.)
  • Actively explore new business and introduce a full range of financial services and products to cater different business segments.
  • Diploma or University degree in Business, Economics, Finance , Accounting or related discipline;
  • Minimum 5 years' experience in financial sales for HK & China market
  • Strong business acumen and marketing execution skills from research, communication to promotion and attentive to details
  • Strong PRC connection and exposure is a definite advantage;
  • A proven track record in client satisfaction and revenue generation;
  • Highly motivated, result-oriented, endeavour to succeed in financial industry;
  • Strong communication, interpersonal skills & client relationship management;
  • Fluency in oral and written English, Chinese and Putonghua, knowledge of Chinese dialects;
  • Candidates with less experience can be considered as Sales Executive
We provide attractive remuneration package and prosperous career development to the right candidate.   Interested parties please send your resume, current and expected salary.
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More job information
  • 5-day week
  • Insurance plan
  • Medical plan
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
Career Level
  • Middle management level
  • Degree