• Enhance clients investment portfolios by offering a range of asset management and wealth management services based on their investment needs and objectives.
• Earn a large percentage for each fee/deal you close.

Client Details

Our client provides comprehensive financial and consulting services that include asset management, risk management, accounting & finance, HR & labour, as well as IPO and M&A services. They were established in 2012 and have been growing and expanding their business since. Our client focuses on providing a high-quality service to their clients and aims to enhance their investment portfolios. They are now looking for a Relationship Manager to join their team.

Description

• Provide private wealth management services to HNW individual clients based on their investment needs and objectives.

• Enhance new and existing clients' portfolios.

• Build and maintain great business relationships with existing and potential clients.

• Provide professional investment advice, investment portfolio analysis and provide re-allocation recommendation.

• Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate private wealth solutions.

• Comply with full compliance with internal guidelines and external regulatory bodies.

Profile

• Bachelor's degree holder in Finance/Business/Accounting or related discipline.

• Minimum 5 years of relevant experiences in serving high net worth clients across Asian countries (candidates with retail banking and private banking background will be advantageous).

• Familiar with KYC and account documentation with knowledge of wealth management product
• Familiar with private banking products.
• Proficient in spoken and written English, Cantonese and Mandarin.
• Strong experience on sales management with outstanding presentation and communication skills.
• Excellent communication and interpersonal skills; able to interact with different levels of people.
• Good negotiation, motivation, strategic and leadership skills to drive success and create win-win solutions.

• Valid license holder of SFC Type 1,4,9 or HKSI 1,7,8.

Job Offer

• 15 days annual leave
• Attractive commission structure
• Career growth & exposure
• Client facing role

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Matt O'Shaughnessy on +852 3602 2438