Responsible Officer (IA)

Harris Fraser Corporate Services Limited; Hong Kong; On-site; HKD 223,000 - 558,000; Full time

Job summary

Harris Fraser Corporate Services Limited in Wan Chai District, Hong Kong, seeks an experienced wealth management professional to take on Responsible Officer duties and oversee regulated activities for the Group.

You will formulate and implement business strategies with partners across Greater China, provide a full range of wealth management services, and liaise with stakeholders in English and Chinese, including Putonghua proficiency.

Qualifications

• University degree in Accounting, Business Administration, Economics, Finance or related discipline.
• Holder of Responsible Officer licence with Insurance Authority and MPFA a must; CFP or similar qualification an advantage.
• Excellent command of English and Chinese; Putonghua fluency is required.

Responsibilities

• Act as Responsible Officer with management responsibilities and duties to supervise regulated activity of the Group.
• Formulate and implement business strategies to promote wealth management solutions with partners in Greater China.
• Provide full range of investment and wealth management services to business partners.

Skills

Communication

Bilingual English/Chinese

Putonghua proficiency

Stakeholder management

Education

Bachelor degree in Accounting, Business or related

Job description

Responsibilities

• Act as Responsible Officer with management responsibilities and duties to supervise regulated activity of the Group
• Formulate and implement business strategies to promote the Group’s wealth management solutions to target clients with our business partners in Greater China regions
• Provide full range of investment and wealth management services to our business partners

Requirements

• University degree in Accounting, Business Administration, Economics, Finance or related discipline
• Minimum 5 years of relevant experiences gained from insurance broker companies
• Holder of Responsible Officer licence with Insurance Authority and MPFA a must, Certified Financial Planner or other relevant qualification an advantage
• Extensive wealth management knowledge and personal exposure in Greater China regions; experience in Japan/Korea market will definitely be a plus
• Strong communication skills with the ability to communicate with all levels of stakeholders
• Excellent command in spoken and written English and Chinese, fluency in Putonghua

More Job Information

Salary

• 20000 - 50000 / MONTH

Job Function

• 銀行 金融服務 - 投資服務

Location

• 灣仔區

Education

• 學士