Strategic Portfolio Manager for High Net Worth Clients

1 month 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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