Relationship Manager

6 months ago


Hong Kong, Hong Kong SAR China Frontier Financial Group Limited Full time

Responsibilities

Provide a professional, timely wealth management service to high-net-worth clients Develop a long term relationship with existing clients, increase their loyalty and satisfaction, and explore new business opportunities with them Receive orders from customers and forward them to dealers or place the orders on stock exchanges using trading terminals Manage the on-boarding of new customers and expand our customer base Assist in the roll-out of new financial products and services to customers Work closely with investment managers to understand the latest trends in the market Carry out SFC regulated activities in compliance with all applicable rules and laws

Requirements

Bachelor’s degree or above in Economics, Finance or related disciplines Qualified to conduct SFC regulated activities type 1 and 4; type 9 is highly preferred Knowledge of investment products, especially equities and bonds Minimum 5 years’ experience in Wealth Management or Premier Relationship Management with a bank or securities firm Good interpersonal skills, fast learner, team player, independent, ability to handle multiple tasks and functional topic simultaneously Self-motivated, independent, and able to work under pressure Good command of spoken and written English and Chinese, including Putonghua Willing to travel to PRC on occasion
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