Relationship Manager

JMC Capital Group Limited; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Job summary

JMC Capital Group Limited is seeking a Relationship Manager – Wealth Management in Hong Kong to serve high-net-worth clients with tailored investment solutions across insurance, funds, equities, bonds, and structured products.

You will collaborate with Product and Investment teams to ensure viable portfolios, drive client acquisition through professional networks, and analyze portfolios to recommend reallocations. Mandarin/Cantonese/English fluency is required.

Qualifications

• Minimum 5 years experiences in wealth management serving HNW individuals, preferably from private banking.
• Familiar with KYC and account documentation with knowledge of wealth management products.
• Holder of SFC license for Types 1,4,9 regulated activity is a must.
• Ability to engage with Mainland China clients in Mandarin, Cantonese and English.

Responsibilities

• Identify and deeply analyze needs of HNW clients and provide wealth management solutions.
• Collaborate with Product and Investment teams to ensure viable investment portfolios.
• Drive client acquisition through professional networks and strategic business development.
• Perform portfolio analysis and provide re-allocation recommendations.
• Formulate and execute sales and marketing strategies to achieve targets.
• Travel may be required based on business needs.

Skills

Wealth management

Client engagement

Networking

Portfolio analysis

Sales strategies

Education

Bachelor's degree or above

Tools

SFC license Types 1,4,9

Job description

Identify and deeply analyze the needs of high-net-worth (HNW) clients, providing professional wealth management and investment services (Insurance, structured products, funds, equities, bonds etc) and designing feasible, tailored solutions based on their needs and objectives.

Collaborate closely with Product and Investment teams to ensure the viability of investment portfolios for the achievement of investment objectives of customers.

Drive client acquisition through professional networks and strategic business development.

Perform investment portfolio analysis and provide re-allocation recommendation.

Enhance existing clients’ portfolios through offering suitable wealth management solutions within our diversified range of products in international private banking platform.

Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets.

Travel may be required based on business needs.

Requirements:

Preferably a bachelor’s degree or above.

Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking.

Familiar with KYC and account documentation with knowledge of wealth management products.

Holder of SFC license for Types 1,4,9 regulated activity is a must.

Good knowledge in insurance products, structured products, funds, equities, bonds and other wealth management products.

Excellent communication skills with the ability to effectively engage and connect with clients from Mainland China backgrounds.

Mature, independent, and business oriented, with the ability to work effectively under pressure.

Self-motivated, proactive, and highly responsible.

Fluent in Mandarin, with good command of Cantonese and English.

Relationship Manager – Wealth Management

Central, Central and Western District, HK