Responsibilities:

Client Relationship & Business Development:

• Actively identify, prospect, and acquire new clients to expand the company’s client base of high-net worth clients

• Develop, maintain, and strengthen long-term relationships with clients
  
  

Financial Advisory

• Promote a wide range of stock investment & wealth management products to meet clients’ financial goals as long as team performance goals

• Facilitate client’s investment allocation, with consideration of risk assessment, and portfolio management to enhance client satisfaction and product penetration
  
  

Collaboration & Sales Growth

• Assist the sales team to generate revenues, through different campaigns or marketing activities

• Conduct regular client reviews to assess portfolio performance and recommend adjustments or new investment opportunities
  
  

Compliance & Leadership

• Ensure compliance with company policies and regulatory requirements in all sales and client interactions

• Maintain up-to-date knowledge of market trends, company's latest product, and regulatory changes to provide clients with informed advice

 

Requirements:

• Bachelor’s degree in Finance, Economics, Business Administration, or related fields
  
  

• Holder of SFC Type 1& 4 licenses
  
  

• Minimum 2 years of work experience in relationship management, with good knowledge with investment products is a must
  
  

• Proven track record as a bank relationship manager or wealth management advisor, with hands-on experience in handling stock investment services
  
  

• Strong sales orientation with demonstrated ability
  
  

• Proficient in all aspects of Microsoft Office (especially Excel, PowerPoint and Outlook)
  
  

• Strong communication skills in both English and Chinese (Cantonese and Mandarin)

We offer an attractive remuneration package including:

• Performance Bonus
• Staff Discount for Company Products/Services
• Birthday Leave

• Medical Insurance
• Dental Insurance
• Scholarships & Training Sponsorship

To apply, please click "Apply Now" and submit your resume with expected salary.

(Personal data collected will be kept strictly confidential and used for recruitment purpose only.)

Apply Now