Strategic Portfolio Manager for High Net Worth Clients

24 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Ping An of China Securities (Hong Kong) Company Limited 中國平安証券(香港)有限公司 Full time

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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