Relationship Manager – Equities & Structured Products

FortisHill Consulting; Hong Kong; Presencial; HKD 450.000 - 750.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client acquisition

Business development

Investment product sales

Communication skills

Relationship-building

Market knowledge

Educación

Bachelor's degree in Finance/Business/Economics

Herramientas

SFC Type 1 Licence (eligible)

Descripción del empleo

Our client is a reputable securities brokerage and financial services firm offering a comprehensive range of investment solutions, including equities trading, structured products, and wealth management services. With a growing presence in the market, the firm is expanding its sales team to strengthen client acquisition and drive business growth.

Job Responsibilities

• Proactively identify, develop, and acquire new clients, including retail investors, high-net-worth individuals, active traders, and professional investors.
• Drive new account openings, client funding, asset inflows, and trading activities to achieve individual sales and revenue targets.
• Promote and distribute a range of investment products, primarily Hong Kong and US equities, ETFs, and equity-linked structured products such as Fixed Coupon Notes (FCNs) and Equity-Linked Notes (ELNs).
• Build and maintain strong client relationships through regular engagement, market updates, and investment product introductions.
• Identify clients' investment needs and introduce suitable investment and trading solutions based on their objectives and risk profiles.
• Develop business opportunities through personal networks, client referrals, strategic partnerships, and other acquisition channels.
• Work closely with internal trading, product, operations, and compliance teams to facilitate client onboarding and transaction execution.
• Monitor market trends and identify potential sales opportunities across equities and structured products.
• Ensure all sales activities comply with relevant SFC regulations and internal compliance requirements.

Job Requirements

• Bachelor's degree in Finance, Business, Economics, or a related discipline.
• Minimum 2 years of relevant experience in securities brokerage, equities sales, structured products sales, wealth management, or financial services.
• Experience in client acquisition, business development, or investment product sales.
• Good understanding of Hong Kong and US equity markets; knowledge of structured products such as FCNs and ELNs would be an advantage.
• Existing client network or proven ability to develop new client relationships is highly preferred.
• Strong communication, interpersonal, and relationship-building skills.
• Self-motivated, proactive, target-driven, and comfortable working in a sales-oriented environment.
• Relevant SFC licences (Type 1) or eligibility to obtain the required licences.
• Good command of Cantonese and Mandarin; proficiency in English is an advantage.