Job ref no.: CT3116508-01#1509

Relationship Manager (Wealth Management) // Stable Company// HK Island

RGF HR Agent Hong Kong Limited

Benefits
  • 5-day week
  • Discretionary bonus

Our client is a large size financial group and they are looking for a professional Relationship Manager  to join their wealth management division. This position is rewarding with attractive remuneration package and career path to the right candidate. 
 

Responsibilities

  • Achieve business targets in revenue and AUM
  • To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
  • Expand their business clientele through own network
  • To comply with internal/external regulations and guidelines

 

Requirements

  • College or University in finance or related discipline is highly preferred
  • Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
  • Minimum 3 - 5 years' relevant experience in financial industry
  • Sales-oriented with proven sales record and performance
  • Strong client network and business development experience
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Proficiency in English, Cantonese and Mandarin

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More job information
Job ref no. CT3116508-01#1509
Salary
  • N/A
Job Function
Industry
Location
  • Eastern District
Employment Term
  • Full-time
Experience
  • 3 years - 5 years
Career Level
  • Middle management level
Education
  • Degree