Senior Relationship Manager – Wealth Management

Job Description

Responsibilities: • Sales oriented, develop high-net-worth clients and provide professional wealth management and asset allocation advice; • Maintain existing customer relationships, regularly follow up on customer needs, and enhance customer satisfaction; • Selling funds, bonds, and structured products to achieve individual and team performance goals; • Tailor personalized wealth management solutions based on clients' risk preferences; • Connect internal and external resources to provide high-net-worth clients with one-stop financial services solutions; • Execute ad-hoc projects & tasks assigned by the supervisor. • Requirements: • Bachelor degree or above; • At least 3 years of work experience in securities companies or other financial institutions, Hong Kong SFC license is preferred; • Excellent team collaborators with solid financial knowledge and the ability to establish trust between clients and colleagues; • Good communication and interpersonal skills; • Priority given to having client resources, including individuals, institutions, and distribution channels; • Proficient MS Office skills; • Immediate available is much preferred. Show More