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Job ref no.: CT3114387-01#7356

Relationship Manager

AMAC Human Resources Consultants

Duties:

  • Holder of SFC Type 1,4 license J24
  • Competence in bond, equity and global market
  • Knowledge of other asset classes a plus
  • Bachelor degree or above in Economics, Finance or related discipline
  • Minimum 5 years client-servicing experience in wealth management or banking industry 
  • Preferably with experience in providing service to clients from Mainland China
  • Good command of written and spoken English & Chinese, proficiency in Mandarin. Strong presentation and effective communication skills 

Job Duties: 

  • Provide investment advices relating to securities trading to clients, most of which are high-net-worth clients or CIES clients
  • Provide tailor-made wealth management solutions to clients
  • Proactively enhance relationships with existing & prospective clients to achieve business targets. Manage and develop client's portfolio
  • Liaise with counterparty to ensure a consistent approach to client-servicing. Conduct account opening & KYC procedures

Interest parties please submit your CV by clicking Apply Now for job application.

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More job information
Job ref no. CT3114387-01#7356
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Middle management level
Education
  • Degree