Account Executive Relationship Manager Wealth Management

Wealth Manager

A well-established Financial Group with full range of financial services, such as Securities Brokerage, Futures, Bonds, Derivatives, Asset Management, Commercial Lending, Insurance, etc. is looking for entrepreneurial Wealth Managers to develop long-term career in financial services and wealth management.

Responsibilities:

• Deliver excellent customer service and meet sales targets

• Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs

• Acquire new customers through proactive sales acquisition effort

• Grow existing portfolio through deepening of customer relationship

• Provide professional service in selling of various wealth management products by strictly adhering to sales process guidelines

• Provide excellent service quality to customers and maintain disciplined customer contacts

• Work with product specialists where appropriate to provide services to customers

Requirements:

• Associate Degree & Degree holders in business disciplines

• Minimum 2 years of relevant working experience in serving high net worth customers

• Professional licensing qualifications, include HKSI and/or IIQE

• Comprehensive products knowledge on portfolio management and financial markets

• Sound compliance knowledge related to investment sales

• Excellent interpersonal and communication skills

• Good command of both written and spoken English and Chinese

• Strong commitment in developing long-term financial career

Interested parties please send your resume in word format with current & expected salary and notice period to dickson@hkjobc.com. For details, please feel free to contact Dickson at 5428 7949.