Job ref no.: JO-181008-173063 - TC

Senior / Relationship Manager (Wealth Management) // HK Island // Bonus attractive

RGF HR Agent Hong Kong Limited

  • 5-day week
  • Discretionary bonus
  • Medical plan

Our client is a large size financial group and currently looking for a Relationship Manager for their wealth management division due to expansion within the wealth management department. This position is rewarding to the right candidate with attractive salary remuneration package and career development. 


  • Report to the Sales Team Head
  • To achieve business targets in revenue and AUM
  • Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
  • Expand clientele through own network
  • Comply with internal/external regulations and guidelines


  • College or University and above
  • Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
  • Minimum 3 - 5 years' relevant experience in financial industry
  • Sales-oriented with proven sales record and performance
  • Strong client development and networking
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Proficiency in English, Cantonese and Mandarin
  • Candidates with more experience would be considered as Senior Relationship Manager


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More job information
Job ref no. JO-181008-173063 - TC (CT3118201-01#2257)
  • N/A
Job Function
  • Eastern District
Employment Term
  • Permanent
  • Full-time
  • 3 years - 5 years
Career Level
  • Middle management level
  • Degree