Equities & Structured Products Relationship Manager

FortisHill Consulting; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

FortisHill Consulting is expanding its sales team in Hong Kong to identify and acquire new clients, including retail and professional investors. The role focuses on promoting HK/US equities and structured products, driving account openings, funding, and trading activity while ensuring compliance with SFC rules.

You will build strong relationships, understand client objectives, and tailor investment solutions.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• Minimum 2 years' experience in securities brokerage or wealth management.
• Experience in client acquisition or investment product sales.
• Strong understanding of HK and US equity markets; FCNs/ELNs knowledge is a plus.
• Existing client network or ability to develop new relationships preferred.
• Excellent communication and relationship-building skills.
• Self-motivated, proactive, target-driven, and sales-focused.
• Holds or eligible for SFC Type 1 Licence.

Responsibilities

• Proactively identify, develop, and acquire new clients.
• Drive new account openings, funding, and trading activity to meet targets.
• Promote investment products including HK/US equities, ETFs, FCNs and ELNs.
• Build and maintain client relationships through regular market updates.
• Identify clients' investment needs and propose suitable solutions.
• Develop business opportunities through networks and referrals.
• Collaborate with internal trading, product, operations and compliance teams to onboard clients and execute trades.
• Monitor market trends to identify sales opportunities.
• Ensure all activities comply with SFC regulations and internal policies.

Skills

Client acquisition

Business development

Investment product sales

Communication skills

Relationship-building

Market knowledge

Education

Bachelor's degree in Finance/Business/Economics

Tools

SFC Type 1 Licence (eligible)

Job description

FortisHill Consulting is expanding its sales team in Hong Kong to identify and acquire new clients, including retail and professional investors. The role focuses on promoting HK/US equities and structured products, driving account openings, funding, and trading activity while ensuring compliance with SFC rules.

You will build strong relationships, understand client objectives, and tailor investment solutions.