Relationship Manager: Wealth Management

2 weeks ago


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

Responsibilities:

 

  1. Provide a professional, timely wealth management service to our high-net-worth clients mainly under the Capital Investment Entrant Scheme (CIES)
  2. Extensive business development and sales experience in financial and/or immigration consulting
  3. Serve designated portfolio of accounts to our high-net-worth clients and manage the on-boarding of new clients
  4. Develop great relationship with existing clients on a personal and professional level by matching and exploring their short or long-term financial goals
  5. Connecting with Product Specialists to provide more advanced technical input to identify and fulfill multiple needs with clients

 

Requirements:

 

  1. Qualified to conduct SFC Type 1 & 4 regulated activities.
  2. Good understanding and strong interest of the financial markets
  3. Good knowledge of investment products (especially equities & bonds) with past dealing experience is an advantage
  4. High level of customer centricity mindset with dedication to deliver bespoke services for clients
  5. Candidate with strong network in the PRC are preferred
  6. IANG/ 高才/優才 will also be considered
  7. Attend clients meeting with senior Head of Wealth Management and assist in document preparation, logistics management and other tasks assigned
  8. Good command in both written and spoken English/Cantonese. Proficient in Mandarin is a MUST


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