AVP/VP, Relationship Manager, Equity Sales
4 days ago
The Role AVP/VP, Relationship Manager, Equity Sales & Derivatives Key Accountabilities Develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction; Sell financial products such as insurance, OTC products, funds, and trusts to achieve individual and team performance targets; Customize personalized wealth management solutions based on clients' risk preferences. Skills & Experience Minimum 4-6 years of experience in wealth management or banking industry; Candidates with over 2 years of full time working experience in Hong Kong or overseas is considered as an advantage; Familiar with wealth management products (e.g. insurance, funds, OTC products, trusts) and market regulations; Strong sales and client negotiation skills, with the ability to independently develop high-net-worth clients; Candidates holding Degree & other relevant financial licenses (e.g. CFA, FRM, CFP) will be given additional consideration; Ability to work under pressure and thrive in a performance-driven environment; Proficiency in both written and spoken English and Chinese, including Putonghua is necessary; Candidates with IIQE Paper 1, 3 & SFC type 1, 4 Licenses is highly preferred. Other Information Please apply in strict confidence with full resume, academic record, current and expected salaries; The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months; Candidates with Enhanced Competency Framework (ECF): please state on the CV. About BOCI As a leading investment bank in China and Hong Kong region, the investment banking arm of Bank of China, BOC International Holdings Limited ("BOCI"), is now seeking highly motivated, creative and success-oriented professional who would like to pursue the career in our group. #J-18808-Ljbffr
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AVP/VP Relationship Manager — Equity Sales
4 days ago
hong kong, Hong Kong SAR China CFA Institute Full timeA financial services company is seeking an AVP/VP, Relationship Manager specializing in Equity Sales & Derivatives in Hong Kong. This role requires developing high-net-worth clients, providing personalized wealth management solutions, and selling various financial products. Ideal candidates will have 4-6 years of relevant experience, strong sales and...
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AVP/VP, Equity Sales
4 days ago
Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeA leading investment bank in Asia is seeking an AVP/VP, Relationship Manager, for Equity Sales & Derivatives in Hong Kong. The role involves developing high-net-worth clients and providing expert wealth management advice. Ideal candidates will have 4-6 years of experience in wealth management, a solid understanding of relevant financial products, and strong...
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AVP/VP, Relationship Manager, Equity Sales
4 days ago
Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeAVP/VP, Relationship Manager, Equity Sales & Derivatives Key Accountabilities Develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction; Sell financial products such as insurance, OTC products, funds, and...
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AVP/VP, Relationship Manager, Equity Sales
2 weeks ago
Hong Kong, Hong Kong SAR China BOC International Full timeThe Role AVP/VP, Relationship Manager, Equity Sales & Derivatives Key Accountabilities Develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing client relationships, regularly follow up on client needs, and enhance client satisfaction; Sell financial products such as insurance, OTC products,...
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Hong Kong Island, Hong Kong SAR China BOC International Holdings Ltd Full timeAVP, Assistant Relationship Manager, Equity Sales & Derivatives AVP, Assistant Relationship Manager, Equity Sales & Derivatives Key Accountabilities Assist sales personnel in placing orders & following up on post‑order matters; Perform KYC and AML check on customer account documentation to ensure compliance with rules and regulations; Administer ongoing...
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AVP / VP, Regional Sales Manager
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hong kong, Hong Kong SAR China Deutsche Börse Group Full timeAVP / VP, Regional Sales Manager Join to apply for the AVP / VP, Regional Sales Manager role at Deutsche Börse Group Field of Activity You will be responsible to identify, build up and maintain a strong relationship to the Greater China financial institutions covering both listed and OTC derivatives. This requires a direct relationship with sell‑side...
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VP / AVP, Private Equity Investment, FIG
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AVP/VP - Transaction Banking Sales
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Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeTransaction Banking Product Sales (AVP/VP) We are seeking a dynamic and results-driven individual to join our team as the Transaction Banking Product Sales (AVP/VP). This role requires a strong background in product sales, specifically within cash management and trade finance. The ideal candidate will bring at least 5 years of relevant experience, a can‑do...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description - AVP/VP, Treasures Private Client Relationship Manager ) AVP/VP, Treasures Private Client Relationship Manager - ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment...
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Senior Transaction Banking Sales Lead
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Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeA leading banking institution in Hong Kong is seeking a Transaction Banking Product Sales (AVP/VP) to drive sales strategies in cash management and trade finance. The ideal candidate will have at least 5 years of proven product sales experience, strong client relationship skills, and a proactive attitude in a fast-paced environment. Responsibilities include...