Strategic Relationship Manager
4 weeks ago
At Ping An of China Securities (Hong Kong) Company Limited, we are seeking a highly skilled and experienced Senior Relationship Manager/Team Lead/AE to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and building strong relationships with our high net worth individual clients.
Key Responsibilities:- Develop and implement comprehensive wealth management strategies for clients, including investment portfolio analysis and recommendation.
- Provide expert advice on investment products and services, including funds, equities, margin financing, insurance, and structured products.
- Work closely with other departments to identify cross-selling opportunities and bring all relevant products and services to our clients.
- Conduct regular portfolio reviews and provide customized portfolio proposals to clients.
- Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential.
- Collaborate with other team members to achieve business objectives and drive revenue growth.
- Minimum 5+ years of experience in wealth management or a related field.
- Strong understanding of investment products and services, including funds, equities, margin financing, insurance, and structured products.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Self-starter/Entrepreneurial mindset, with a strong desire for self-improvement and learning from experiences.
- Ability to work under pressure and meet deadlines, with a strong focus on customer centricity and delivering exceptional quality services.
- Passes in the HKSI licensing examinations.
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Strategic Relationship Manager
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