Senior Private Wealth Relationship Manager

JMC Capital Group Limited; Hong Kong; Presencial; HKD 900 000 - 1 800 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Wealth management

Client engagement

Networking

Portfolio analysis

Sales strategies

Formação académica

Bachelor's degree or above

Ferramentas

SFC license Types 1,4,9

Descrição da oferta de emprego

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.