Wealth Relationship Manager – GBA Growth

CASH Wealth Management Limited; Hong Kong; Presencial; HKD 500.000 - 900.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Base salary + commission

Medical insurance

MPF

Annual leave

Marriage leave

Birthday leave

Training subsidy

Descripción de la vacante

CASH Financial Services Group in Hong Kong is seeking a Relationship Manager – Wealth Management to develop business plans and manage active client relationships in the GBA, including HK. You will pitch HNW clients for cross-over investments and insurance products, while expanding sales channels and organizing market events.

The role emphasizes independent work and team leadership, with a focus on growth in the GBA market and delivering market insights to potential clients.

Formación

• Bachelor's degree in Finance, Economics, or related field.
• Active securities (SFC RA 1) and/or insurance (IIQE I & III) licenses desirable.
• 2–5 years of experience in investment management or financial advisory services.
• Strong understanding of investment products, strategies, and market dynamics.
• Excellent communication, interpersonal and presentation skills.
• Proven ability to build and maintain strong client relationships.
• Proficiency in financial modeling and analysis.
• Strong problem-solving and analytical skills.
• Ability to work independently and as part of a team.

Responsabilidades

• Developing business plans for active acquisition and management of clients in the GBA (including HK).
• Pitch in-house HNW clients for potential sales opportunities with cross-over investment/insurance products.
• Expand business in the GBA market and grow sales channels.
• Organize marketing events/seminars/conferences to provide insights and identify opportunities in GBA.
• Engage in sales team development & coaching.
• Participate in ad hoc sales projects assigned by Management.
• Including other duties as assigned by CFSG management.

Conocimientos

Client relationships

Communication skills

Presentation skills

Financial modeling

Analytical skills

Teamwork

Independent work

Educación

SFC RA 1 license

IIQE I & III

Bachelor's degree in Finance/Economics

Descripción del empleo

CASH Financial Services Group in Hong Kong is seeking a Relationship Manager – Wealth Management to develop business plans and manage active client relationships in the GBA, including HK. You will pitch HNW clients for cross-over investments and insurance products, while expanding sales channels and organizing market events.

The role emphasizes independent work and team leadership, with a focus on growth in the GBA market and delivering market insights to potential clients.