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- Actively identify, prospect, and acquire new clients to expand the company's client base of high-net worth clients
- Develop, maintain, and strengthen long-term relationships with clients
- Promote a wide range of stock investment & wealth management products to meet clients' financial goals as long as team performance goals
- Facilitate client's investment allocation, with consideration of risk assessment, and portfolio management to enhance client satisfaction and product penetration
- Assist the sales team to generate revenues, through different campaigns or marketing activities
- Conduct regular client reviews to assess portfolio performance and recommend adjustments or new investment opportunities
- Ensure compliance with company policies and regulatory requirements in all sales and client interactions
- Maintain up-to-date knowledge of market trends, company's latest product, and regulatory changes to provide clients with informed advice
- Bachelor's degree in Finance, Economics, Business Administration, or related fields
- Holder of SFC Type 1& 4 licenses
- Minimum 2 years of work experience in relationship management, with good knowledge with investment products is a must
- Proven track record as a bank relationship manager or wealth management advisor, with hands-on experience in handling stock investment services
- Strong sales orientation with demonstrated ability
- Proficient in all aspects of Microsoft Office (especially Excel, PowerPoint and Outlook)
- Strong communication skills in both English and Chinese (Cantonese and Mandarin)
- Performance Bonus
- Staff Discount for Company Products/Services
Birthday Leave
Medical Insurance
- Dental Insurance
- Scholarships & Training Sponsorship
Relationship Manager - Central, Hong Kong Island - Chief Group

2个月前
描述
Responsibilities:
Client Relationship & Business Development:
Financial Advisory
Collaboration & Sales Growth
Compliance & Leadership
Requirements:
We offer an attractive remuneration package including:
To apply, please click "Apply Now" and submit your resume with expected salary.
(Personal data collected will be kept strictly confidential and used for recruitment purpose only.)
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