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  • Relationship Manager - Central, Hong Kong Island - Chief Group

    Chief Group
    Chief Group Central, Hong Kong Island

    2个月前

    描述

    Responsibilities:

    Client Relationship & Business Development:

    • 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

    Financial Advisory

    • 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

    Collaboration & Sales Growth

    • 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

    Compliance & Leadership

    • 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

    Requirements:

    • 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)

    We offer an attractive remuneration package including:

    • Performance Bonus
    • Staff Discount for Company Products/Services
    • Birthday Leave

    • Medical Insurance

    • Dental Insurance
    • Scholarships & Training Sponsorship

    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.)


工作机会
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Relationship manager