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Job ref no.: CT3129250-01#0007
PC Securities Financial Group Limited

Relationship Manager/Vice President (HNW, HK+Singapore products)

PC Securities Financial Group Limited

Job/role highlights:

  • Salaried position with existing client base + attractive incentive
  • Happy and supportive team culture – team sharing on both knowledge and skills
  • Fast tracking career development

Job description:

  • Look after an exclusive group of HNW clients and identify potential business through an established/diversified platform of financial products and insurance plans
  • Keep abreast of both HK and SG markets/financial products to fulfill clients’ wealth aims
  • Execute full sales process with good sales planning/strategies
  • Maintain good interaction with clients and conduct regular portfolio reviews
  • Comply with full compliance with internal guidelines and external regulatory bodies

Requirements:

  • 2-3 years experiences from wealth management nature, with experiences in managing HNW business is a plus
  • Degree holder in Finance-related disciplines with SFC Type 1 & 4 licenses and Insurance Authority license (IIQE Paper 1,3 & 5)
  • Good knowledge in both insurance and investment including equities, funds and bonds
  • Sales-oriented with good relationship building and customer service skills
  • Good communication skills in Mandarin and English
  • Occasional travelling is required 

Attractive salary and fringe benefits package will be provided to the right candidate. Please send a full resume with contact number and expected salary by clicking Apply Now.

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

More job information
Job ref no. CT3129250-01#0007
Salary
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 5 years
Career Level
  • Middle management level
Education
  • Degree
Benefits
  • 5-day week
  • Discretionary bonus
  • Education subsidies
  • Medical plan
  • Transportation allowance