Job ref no.: CT3119919-01#0009
Anywhere Everywhere Six Degrees Link Limited

Relationship Manager - Wealth Management

Anywhere Everywhere Six Degrees Link Limited

Responsibilities

  • To 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.
  • To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
  • To expand clientele through own network
  • To comply with internal/external regulations and guidelines

Requirements

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

More job information
Job ref no. CT3119919-01#0009
Salary
  • 30,000 - 45,000 / month (includes high commission)
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 3 years - 15 years
Career Level
  • Senior management level
Education
  • Degree
Require to Travel
  • No travel