Financial Relationship Specialist

1 week ago


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

About the Role

We are seeking a skilled Financial Relationship Specialist to join our team at Frontier Financial Group Limited.

Responsibilities

  • Provide exceptional wealth management services to high-net-worth clients, ensuring timely and professional support.
  • Develop long-term relationships with existing clients, increasing their loyalty and satisfaction, and exploring new business opportunities.
  • Manage the onboarding of new customers and expand our customer base, working closely with investment managers to understand market trends.
  • Assist in the roll-out of new financial products and services, ensuring 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.
  • Excellent interpersonal skills, fast learner, team player, independent, and able to handle multiple tasks and functional topics 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.

What We Offer

At Frontier Financial Group Limited, we offer a dynamic and supportive work environment, opportunities for professional growth, and a competitive compensation package.



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