RELATIONSHIP MANAGER

1 day ago


Hong Kong Island, Hong Kong SAR China Wang On Financial Services Management Limited Full time

Wang On Securities Limited is seeking a dynamic and detailed-oriented Relationship Manager to support its business growth. If you have front‑line experience within banking and finance or a strong customer‑service background, join our team now The company will provide full training to support your career growth. RELATIONSHIP MANAGER Responsibilities Proactively identify and pursue new business opportunities to grow the company’s client base. Develop and establish long‑term relationships with high‑net‑worth portfolios. Provide expert advice and recommend personalized investment and wealth‑management strategies. Manage the total wealth of clients by mapping financial products and services to meet their needs, including investment, insurance and other banking products. Identify prospective financial needs of clients with genuine curiosity. Work closely with product specialists to provide professional advisory to clients. Refer prospective clients to other business units where appropriate. Adhere to local and global compliance by fulfilling audit requirements and quality assurance. Adhere to operational integrity and business principles as required. Requirements Bachelor’s degree, preferably in finance, business administration or related disciplines. Holder of IIQE Paper 1, 2, 3, 5 and HKSI Paper 1, 7, 8. Advanced knowledge of the financial markets, both investment and insurance. At least 5 years of client‑servicing experience in banking or financial industry. Good connections with High‑Net‑Worth clients. Proven track record of successfully growing a client portfolio and delivering exceptional customer service. Familiarity with relevant financial regulations and compliance requirements in Hong Kong. Good command of verbal and written English and Cantonese; Mandarin is a definite plus. Strong sales, communication and analytical skills. Mature and independent, able to work under pressure. Strong commercial orientation with acute interpersonal skills. Interested parties please send your full resume with expected salary and availability date by clicking "Apply Now". Information provided will be treated in strict confidence and will only be used for recruitment‑related purposes. Company Overview Wang On Group (Stock Code: 1222) was established in 1987 and comprises four listed companies with diversified businesses, including property development, investment and management; pharmaceutical products manufacturing and retailing; resources development; and agricultural by‑products wholesale and wet‑market management both in Hong Kong and the PRC. The Group has expanded in PRC with more than 3,500 staff members and is headquartered in Central, Hong Kong. #J-18808-Ljbffr



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