Wealth Management Relationship Manager - HNW & Global Advisory

BOCOM International Holdings Company Limited; Hong Kong; Presencial; HKD 520 000 - 800 000; Tempo integral

Resumo da oferta

BOCOM International Holdings Company Limited is seeking an experienced wealth management sales professional to proactively grow a diverse client base in Hong Kong, including HNW, corporate, and listed entities. You will match client needs with global trading, custody services, and wealth management solutions while maintaining strong cross-group communications to drive asset introduction.

Ideal candidates have 5+ years in sales or client relationship management within financial services, solid

Qualificações

• Bachelor's degree or above in Business Administration, Finance, Economics.
• At least 5 years of experience in sales or client relationship management in Hong Kong.
• Strong understanding of wealth management products and compliance.
• Licensed by the SFC in dealing in securities and futures.
• Excellent communication and interpersonal skills.
• Ability to work under pressure in a fast-paced environment.

Responsabilidades

• Proactively prospect and develop diverse client resources, focusing on HNW, corporate, listed companies, and other non-licensed investment entities.
• Identify clients' needs and provide suitable global trading and custody services, wealth management advice, and margin financing facilities across global securities markets.
• Establish and maintain ongoing communications with Group channels to continuously develop new customers and drive asset introduction.

Conhecimentos

Client relationship management

Business development

Sales acumen

Financial services knowledge

Formação académica

Bachelor's degree or above in Business, Finance, Economics

Descrição da oferta de emprego

BOCOM International Holdings Company Limited is seeking an experienced wealth management sales professional to proactively grow a diverse client base in Hong Kong, including HNW, corporate, and listed entities. You will match client needs with global trading, custody services, and wealth management solutions while maintaining strong cross-group communications to drive asset introduction.

Ideal candidates have 5+ years in sales or client relationship management within financial services, solid