Senior Wealth Management Specialist
4 weeks ago
We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team at Frontier Financial Group Limited.
About the Role:The successful candidate will be responsible for providing exceptional wealth management services to high-net-worth clients, building long-term relationships, and exploring new business opportunities.
You will receive orders from customers and forward them to dealers or place the orders on stock exchanges using trading terminals. Additionally, you will manage the on-boarding of new customers and expand our customer base.
We are looking for a self-motivated individual who can work closely with investment managers to understand the latest trends in the market. You will also be responsible for carrying out SFC regulated activities in compliance with all applicable rules and laws.
Requirements:- Bachelor's degree or above in Economics, Finance, or related disciplines
- Qualified to conduct SFC regulated activities type 1 and 4; type 9 is highly preferred
- Knowledge of investment products, especially equities and bonds
- Minimum 5 years' experience in Wealth Management or Premier Relationship Management with a bank or securities firm
- Good interpersonal skills, fast learner, team player, independent, ability to handle multiple tasks and functional topic simultaneously
- Self-motivated, independent, and able to work under pressure
- Good command of spoken and written English and Chinese, including Putonghua
- Willing to travel to PRC on occasion
We offer a competitive salary of HK$500,000 - HK$700,000 per annum, depending on experience. In addition, we provide a comprehensive benefits package, including medical insurance, annual leave, and training opportunities.
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