Wealth Mgmt Relationship Manager - Grow High-Value Clients

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

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.