Wealth Management Professional

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time
Job Summary

We are seeking a highly skilled and experienced Relationship Manager to join our Wealth Management team at Frontier Financial Group. As a key member of our team, you will be responsible for providing exceptional wealth management services to our high-net-worth clients under the Capital Investment Entrant Scheme (CIES).

Key Responsibilities
  1. Develop and maintain strong relationships with our high-net-worth clients, understanding their financial goals and objectives.
  2. Provide expert advice on investment products, including equities and bonds, to help clients achieve their financial objectives.
  3. Collaborate with Product Specialists to identify and fulfill the complex needs of our clients.
  4. Conduct thorough needs analysis and develop tailored investment solutions for our clients.
  5. Stay up-to-date with market trends and regulatory changes to ensure our clients receive the best possible advice.
Requirements
  1. Qualified to conduct SFC Type 1 & 4 regulated activities.
  2. Strong understanding of the financial markets and investment products.
  3. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  4. Proficient in both written and spoken English, Cantonese, and Mandarin.
  5. Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Relationship Manager looking for a new challenge, please submit your application.



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