Key Account Manager, Wealth Management

Posting Date: 2025-07-09

Build and maintain strong, trust-based relationships with HNW and UHNW clients, understanding their financial needs and delivering tailored solutions
Proactively source and acquire new clients through referrals, industry events, and personal networks, etc while nurturing existing relationships to maximize client satisfaction and business growth
leverage in-depth knowledge of equities, bonds, funds, derivatives, and structured products to provide personalized investment advice and wealth management strategies
Ensure the compliance of all relevant SFC regulations, AML, and KYC requirements
Always agree and strive to exceed sales and business development targets as request
Work closely with internal teams to deliver seamless client experiences and contribute to a positive team culture

Bachelor’s degree or above in Finance, Economics, Business , or related disciplines
Holder of SFC Type 1,4,9 license is a MUST
Minimum 3-5 years of relevant experience in wealth management, private banking, or key account service within a bank, securities firm, or asset management company.
Experience in serving high net worth clients for providing wealth management products selection and services is a MUST
Detail-minded team player with high degree of integrity, maturity & independency
Excellent communication, interpersonal, presentation and sales skills
Good command of written and spoken English and Chinese, fluency in both Cantonese and Putonghua