Relationship Manager

6 days ago


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

About the Role

We are seeking a highly skilled and experienced Relationship Manager to join our team at Frontier Financial Group Limited. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high-net-worth clients and developing long-term relationships with them.

Key Responsibilities

  • Provide professional and timely wealth management services to clients, including investment advice and portfolio management.
  • Develop and maintain strong relationships with existing clients, identifying new business opportunities and increasing client loyalty and satisfaction.
  • Manage the on-boarding process for new clients, ensuring a seamless and efficient experience.
  • Work closely with investment managers to stay up-to-date on market trends and provide expert advice to clients.
  • Ensure compliance with all relevant regulations and laws, including SFC regulations.

Requirements

  • Bachelor's degree or above in Economics, Finance, or a related field.
  • Qualified to conduct SFC regulated activities, type 1 and 4, with type 9 being highly desirable.
  • Strong knowledge of investment products, particularly equities and bonds.
  • Minimum 5 years' experience in wealth management or a related field, preferably with a bank or securities firm.
  • Excellent interpersonal and communication skills, with the ability to work independently and as part of a team.
  • Self-motivated and able to work under pressure, with a strong attention to detail.
  • Proficient in both spoken and written English and Chinese, including Putonghua.
  • Willingness to travel to the PRC on occasion.


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