Job ref no.: CT3130312-01#0893

Senior Relationship Manager

CMBC Capital Holdings Limited

Job responsibilities:

  1. Responsible for department's product marketing matters, such as draft product marketing guidelines, design promotion strategies, provide product trainings, etc.;
  2. Update daily, weekly, monthly and quarterly market analysis, and forecast market trends; provide the latest investment strategy accordingly;
  3. Communicate with internal and external parties to jointly promote investment portfolios, and reach sales targets via proper marketing methods;
  4. Provide product training to Mainland China branches, and design marketing methods for specific products;
  5. Coach junior RMs in serving HNW clients, and provide guidance in clients’ asset allocation strategy when necessary;
  6. Deep understanding of HK market’s regulations and policies; manage product-related risks and ensure the department's practice meet the compliance requirements;
  7. Assist department head to build the department's product platform and perfect the product sales channel;
  8. Strong sense of business expansion and innovation; can carry out work independently and proactively;
  9. Strong communication and presentation skills, sense of responsibility and team spirit; result-driven.

Job requirements: 

  1. At least 6 years’ experiences as product manager or investment specialist in large banks or securities company, with at least 3 years’ experiences in securities industry;
  2. Familiar with investment products of Hong Kong financial market, and can conduct market research and analysis independently;
  3. Bachelor's degree or above with major in finance, economics and other related discipline; CFA holder preferred.
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More job information
Job ref no. CT3130312-01#0893
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 3 years
Career Level
  • Middle management level
  • Degree
  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan