Senior Wealth Management Professional

3 weeks ago


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

Key Responsibilities

  • Deliver exceptional wealth management services to high-net-worth clients, ensuring timely and professional support.
  • Develop and maintain long-term relationships with clients, fostering loyalty and exploring new business opportunities.
  • Receive and process client orders, forwarding them to dealers or executing trades on stock exchanges using trading terminals.
  • Manage the onboarding process for new customers, expanding our customer base.
  • Collaborate with investment managers to stay up-to-date on market trends and assist in the rollout of new financial products and services.
  • Ensure compliance with all applicable rules and laws, carrying out SFC regulated activities with precision.

Requirements

  • Bachelor's degree or higher in Economics, Finance, or related fields.
  • Qualification 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 of experience in Wealth Management or Premier Relationship Management with a bank or securities firm.
  • Excellent interpersonal skills, ability to learn quickly, and work effectively as part of a team.
  • Self-motivated, independent, and able to work under pressure.
  • Proficient in spoken and written English and Chinese, including Putonghua.
  • Willingness to travel to the PRC on occasion.


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