Relationship Manager
Our client is a professional and well-known wealth management company with proven track record, who is looking for Relationship Manager to join their team and provide comprehensive financial planning solutions and products to our clients. It is an exciting opportunity for someone who wants to build a career in an expanding company.
Industry: Insurance/Financial service- wealth management
Responsibilities
- To source new clients and explore market opportunities to achieve business goals;
- To provide professional advice on wealth management to high-net-worth clients;
- To provide quality services and understand clients’ financial needs;
- To maintain good relationship with clients;
- To ensure the process in compliance with related policies and regulatory requirements.
Requirements
- University graduate in Business Administration, Finance, Accounting or a related discipline;
- 3 – 5 years of working experience;
- SFC (Type 1, Type 4 & Type 9) license holder;
- Good understanding of investment products;
- Proven track record of sales in private banking;
- Excellent communication and presentation skills;
Our client offers a comprehensive package with fringe benefits. If you are interested, please send your resume together with your current salary, expected salary, and date of availability to our email or via “Apply Now”.
Only short-listed candidates will be notified. Personal data collected will be used for recruitment purpose only.