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Job ref no.: CT3120045-01#0006
PC Securities Financial Group Limited

Relationship Manager (TW market)

PC Securities Financial Group Limited

Benefits
  • 5-day week
  • Additional subsidies
  • Birthday leave
  • Compassionate leave
  • Discretionary bonus
  • Education subsidies
  • Marriage leave
  • Medical plan
  • … + 2 more

Job Descriptions

  • Provide professional wealth management and investment services to high net worth clients (insurance, bonds, funds, equities etc.)
  • Increase existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products
  • Actively bonding with them and conduct regular financial reviews
  • Comply with full compliance with internal guidelines and external regulatory bodies

 

Requirements

  • Minimum 2 years experiences in private wealth management serving HNW clients, preferably from financial firms or wealth management nature
  • Familiar with Taiwan market, financial insights and wealth management products
  • Degree holder in Finance-related disciplines with licenses in PIBA-TR, HKSI, IIQE, SFC etc.
  • Sales-oriented with good relationship building and customer service skills
  • Excellent communication skills in Mandarin and English
  • Occasional travelling is required

 

Attractive salary and benefits package will be provided to the right candidate. Please send a full resume with contact telephone number, salary expectation and earliest commencement date by clicking Apply Now.

Data collected will be kept confidential and used for recruitment purposes only.

More job information
Job ref no. CT3120045-01#0006
Salary
  • N/A
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 5 years
Career Level
  • Middle management level
Education
  • Degree