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Relationship Manager

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China BDO Life Full time

Job Summary:

We are seeking a skilled Relationship Manager to join our team at BDO Life. As a key member of our wealth management team, you will be responsible for delivering timely and efficient service to our clients, focusing on the management of assigned investment, equities, and fixed income.

Key Responsibilities:

  • Sales and Relationship Building: Develop and maintain strong relationships with clients to build market share and enhance client asset size over time.
  • Portfolio Analysis: Analyze current and prospective portfolios to identify opportunities for growth and improvement.
  • Account Growth: Prepare and implement growth and profitability account strategies to drive business results.

Requirements:

  • Education: Bachelor's Degree in a business-related field.
  • Experience: At least 4-5 years of experience in relationship management, with a focus on investment, fixed income, equities, and account solicitation.
  • Citizenship: Must be a Hong Kong Citizen and/or Hong Kong Permanent Resident.