Global Private Client Manager, International Wealth

KGI 凱基; Hong Kong; Sur place; HKD 600 000 - 800 000; Plein temps

Résumé du poste

KGI 凱基 is seeking a high-caliber professional to join its International Wealth Management division within the Private Client Services Department. The role focuses on acquiring new IWM business in the region and promoting customized financial solutions across a wide range of instruments to affluent clients.

The successful candidate will expand the client base, maintain strong relationships, and regularly review clients’ portfolios to align investments with evolving goals.

Qualifications

• Extensive client base and strong network in securities or insurance industries.
• Sales-oriented with a track record of meeting targets.
• Excellent communication and interpersonal skills with client-facing experience.
• Proficiency in English, Cantonese and Mandarin for regional interactions.

Responsabilités

• Acquire new business and opportunities for IWM in the region.
• Promote tailor-made financial solutions across equities, futures, bonds, funds and insurance.
• Expand clientele and maintain relationships to meet sales targets.
• Regularly review clients’ needs and investment portfolios.

Connaissances

Extensive client base

Sales-oriented

Communication skills

Bilingual English/Cantonese/Mandarin

Description du poste

KGI 凱基 is seeking a high-caliber professional to join its International Wealth Management division within the Private Client Services Department. The role focuses on acquiring new IWM business in the region and promoting customized financial solutions across a wide range of instruments to affluent clients.

The successful candidate will expand the client base, maintain strong relationships, and regularly review clients’ portfolios to align investments with evolving goals.