Relationship Manager, International Wealth Management

KGI 凱基; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Extensive client base

Sales-oriented

Communication skills

Bilingual English/Cantonese/Mandarin

Job description

KGI* has been a leading financial institution in Asia since 1997. Our scope of business encompasses Wealth Management, Global Markets, Asset Management and Global Sales & Prime Services. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand^.

We are currently seeking a high caliber professional to join our Private Client Services Department, under our International Wealth Management Division.

Responsibilities:

• Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region
• Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
• Expand clientele and maintain good relationship to meet sales target
• Regularly review client’s needs and investment portfolio

Requirements:

• Extensive client base
• Holder of SFC licenses RA1 (Dealing in Securities) RA2 (Dealing in Futures Contracts). A technical representative under Insurance Authority is a plus
• Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company
• Sales-oriented with good client network
• Good knowledge of financial products and markets
• Good communication and interpersonal skills
• Proficiency in English, Cantonese and Mandarin

We offer a competitive remuneration package and long-term career development to the right candidates.

For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

(Personal data collected will be used for recruitment purpose only.)

*KGI refers to KGI Asia Limited and its affiliates

^an investee enterprise of KGI Securities, not a subsidiary