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Job ref no.: CT3120045-01#0038
PC Securities Financial Group Limited

Relationship Manager (Wealth Management)

PC Securities Financial Group Limited

Benefits
  • 5-day week
  • Additional subsidies
  • Birthday leave
  • Compassionate leave
  • Discretionary bonus
  • Education subsidies
  • Marriage leave
  • Medical plan
  • Year-end bonus
  • … + 3 more

Job Descriptions

  • Provide professional wealth management and investment services to China 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 clients through phone, social platform and meeting in person (including travelling to China)
  • Conduct regular financial reviews and offer suitable portfolio advice
  • Comply with full compliance with internal guidelines and external regulatory bodies

 

Requirements

  • Minimum 2 years experiences in wealth management serving HNW individual clients, preferably from financial firms or wealth management nature
  • Degree holder in Finance-related disciplines with licenses in PIBA-TR, HKSI, IIQE, SFC etc.
  • Good knowledge in both insurance and investment including equities, funds and bonds
  • 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#0038
Salary
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 5 years
Career Level
  • Middle management level
Education
  • Degree
Require to Travel
  • Travel occasionally