Relationship Manager, Wealth Management Sales

Peoplebank Hong Kong Limited; Hong Kong; On-site; HKD 540,000 - 900,000; Full time

Job summary

Peoplebank Hong Kong Limited is seeking a Relationship Manager in Wealth Management Sales in Hong Kong to develop and maintain a client base while offering asset allocation guidance and investment services.

The role requires a University degree or above with 3 years of related experience, and eligibility for SFC license Type 1, 2 or 9. Graduates from Mainland China or Taiwan are welcome to apply.

Qualifications

• University graduates or above college with 3 years related working experience.
• Eligible to apply for SFC license Type 1, Type 2, Type 9.
• Graduates from Mainland China or Taiwan are welcome.

Responsibilities

• Develop new clients and maintain relationships with existing customers.
• Consulting and planning customer's asset allocation and trading services.
• Answer clients enquires in relation to dealing in securities and other investment products.
• Handle client order.

Education

University degree or above college with 3 years related working experience

Eligible to apply for SFC license Type 1, Type 2, Type 9

Job description

Relationship Manager, Wealth Management Sales

Our client is a leading Taiwan-based financial institution in Hong Kong, licensed by the SFC for Type 1, 2, 4, 5 and 9 regulated activities. Backed by its Group, it provides comprehensive securities, futures, investment advisory, asset management and corporate finance services, with a commitment to professional, innovative and client-focused solutions.

Responsibilities

• Develop new clients and maintain relationship with existing customers


• Consulting and planning customer's asset allocation and trading services


• Answer clients enquires in relation to dealing in securities and other investment products


• Handle client order

Requirements

• Obtained qualifications in examination paper 1, 7 and 8 ( or eligible to apply for SFC license Type 1, Type 2, Type 9)


• University graduates or above college with 3 years related working experience


• Graduates from Mainland China or Taiwan are welcome


• Possessed a good client base in Securities, Futures and Options, Options, Bonds, Structured Productsand Insurance (or high net worth client base)


• Possessed a good client base in Taiwan, Mainland China or Hong Kong is an advantage