Posted on 2022-07-12
Perform Financial Planning Services Limited

Senior/ Relationship Manager, Private Wealth Management (Corporate Sales Position)

Perform Financial Planning Services Limited

Join our fast-growing Wealth Management teams
Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth. With this aim, we are rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.


  • Promote the full range of wealth management products
  • Seize the future through professional wealth planning to help people achieve their personal goals
  • Solicit new businesses and long-term relationship
  • Tailor-made, well-structured and comprehensive training program
  • In-house permanent position with an attractive fixed base salary + incentives & fringe benefits
  • Coaching and mentoring by a team of an experienced mentor


  • University graduate in Business Administration, Finance or other disciplines.
  • Minimum 2 to 6 years of relevant experience in financial institutions or wealth management sales
  • Professional and regulatory qualifications (IIQE Paper 1, 2 and 3/ HKSI Paper 1, 7 and 8) is required. 
  • High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
  • High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
  • Proficient in both spoken and written English, Chinese and Cantonese
  • More experience will be considered as Senior position
  • Potential candidates with IANG or Dependent Visa are welcomed to apply.

We offer competitive remuneration including career prospects to the right candidate. Interested parties please send a detailed resume with availability, current and expected salaries to Human Resources Department, Perform Financial Planning Services Limited, Trust Tower, 68 Johnston Road, Wanchai,  Hong Kong or by clicking the Apply Now button and upload your CV and cover letter.

(All applications will be treated in strict confidence and used for recruitment purpose within Perform Financial Planning Services Limited only. All applicants are kept on file 6 months from the date of the application.)

More job information
  • 5-day week
  • Birthday leave
  • Dental plan
  • Discretionary bonus
  • Medical plan
Job Function
  • Wanchai
Employment Term
  • Permanent
  • Full-time
  • 2 years - 6 years
Career Level
  • Non-management level
  • Degree