Strategic Portfolio Manager for High Net Worth Clients
1 month ago
We are seeking a skilled Senior Relationship Manager/Team Lead/AE to join our team at Ping An of China Securities (Hong Kong) Company Limited. As a key member of our wealth management team, you will be responsible for providing comprehensive financial services to high net worth individual clients.
The ideal candidate will have a strong background in investment products and strategy, with excellent communication and interpersonal skills. You will be working closely with other departments to identify cross-selling opportunities and bring all relevant products and services to our clients.
A successful candidate will possess the following skills:
- Strong knowledge of investment products, including funds, equities, margin financing, insurance, and structured products.
- Excellent client relationship, credit assessment, and communication skills.
- Solid understanding of investment products and strategy for ultra-high net worth clients.
- Self-starter mentality with a strong desire for business development and self-improvement.
- High level of customer centricity mindset with dedication to delivering exceptional quality services for customers.
In return for your expertise, we offer a competitive salary of HK$600,000 - HK$900,000 per annum, depending on experience, plus a range of benefits, including bonuses and professional development opportunities.
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High Net Worth Portfolio Manager
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