Investment Sales, Corporate Wealth Management (Securities)

Manpower Services (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Manpower Services (Hong Kong) Limited seeks an experienced wealth management professional to promote a broad range of investment products and bespoke portfolio solutions to corporate and institutional clients in Hong Kong. You will build and maintain key relationships, tailor investment strategies to client objectives, and drive revenue while ensuring strict regulatory compliance.

The role requires 6–8 years in corporate wealth management or related financial services, with strong knowledge of

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• Minimum 6-8 years of experience in corporate wealth management, institutional sales, private banking, investment advisory, or related financial services fields.
• Proven track record in investment product distribution, client acquisition, and relationship management within corporate or institutional segments.
• Strong knowledge of financial markets and investment products, including equities, fixed income, funds, and structured solutions.
• Excellent communication, presentation, negotiation, and stakeholder management skills.
• Fluency in English, Cantonese, and Mandarin.
• Self-driven, results-oriented, and able to thrive in a fast-paced, client-focused environment.

Responsibilities

• Promote and deliver a broad range of investment products and wealth solutions.
• Develop and maintain strong relationships with corporate clients, institutional investors, and key stakeholders to drive business growth.
• Understand clients' financial objectives and provide tailored investment strategies and advisory solutions.
• Achieve sales and revenue targets while ensuring exceptional client service and full compliance with regulatory requirements.
• Stay abreast of market developments, economic trends, and regulatory updates to provide timely market insights and investment recommendations.

Skills

Relationship management

Client acquisition

Communication skills

Financial product knowledge

Languages: English, Cantonese, Mandar

Education

Bachelor's degree in Finance/Business/Economics

Job description

• Promote and deliver a broad range of investment products and wealth solutions, including equities, fixed income, funds, structured products, alternative investments, treasury products, and bespoke portfolio solutions.
• Develop and maintain strong relationships with corporate clients, institutional investors, and key stakeholders to drive business growth.
• Understand clients' financial objectives and provide tailored investment strategies and advisory solutions.
• Achieve sales and revenue targets while ensuring exceptional client service and full compliance with regulatory requirements.
• Stay abreast of market developments, economic trends, and regulatory updates to provide timely market insights and investment recommendations.

Key Responsibilities

• Promote and deliver a broad range of investment products and wealth solutions, including equities, fixed income, funds, structured products, alternative investments, treasury products, and bespoke portfolio solutions.
• Develop and maintain strong relationships with corporate clients, institutional investors, and key stakeholders to drive business growth.
• Understand clients' financial objectives and provide tailored investment strategies and advisory solutions.
• Achieve sales and revenue targets while ensuring exceptional client service and full compliance with regulatory requirements.
• Stay abreast of market developments, economic trends, and regulatory updates to provide timely market insights and investment recommendations.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• Minimum 6-8 years of experience in corporate wealth management, institutional sales, private banking, investment advisory, or related financial services fields.
• Proven track record in investment product distribution, client acquisition, and relationship management within corporate or institutional segments.
• Strong knowledge of financial markets and investment products, including equities, fixed income, funds, and structured solutions.
• Excellent communication, presentation, negotiation, and stakeholder management skills.
• Fluency in English, Cantonese, and Mandarin.
• Self-driven, results-oriented, and able to thrive in a fast-paced, client-focused environment.