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Relationship Manager (Insurance/Investments)

Job Title: Relationship Manager (Insurance/Investments)
Contract Type: Permanent
Location: Hong Kong,
Industry:
Salary: Negotiable
Reference: BBBH5674
Contact Name: John Leighton
Contact Email: john.leighton@focuscoregroup.com
Job Published: November 04, 2016 17:21

Job Description


Relationship Manager
Responsibilities:

  • Provide professional wealth management services to high-net-worth clients
  • Develop long term relationship with existing clients and explore new business opportunities by managing an assigned clientele portfolio
  • Manage the total wealth of clients by matching our financial and investment product solutions to meeting their needs
  • Provide timely market information and investment advice to clients according to their needs and risk appetites
  • Grow AUM through quality services meeting clients' expectations and acquire customer referrals


Requirement:

  • Provide professional wealth management services to high-net-worth clients
  • Develop long term relationship with existing clients and explore new business opportunities by managing an assigned clientele portfolio
  • Qualified to conduct SFC regulated activities type 1 and 4; with SFC license 9 is highly preferred
  • Registered license under PIBA/CIB is a big plus
  • Knowledge investment products, especially equities and bonds
  • Minimum 5 years' experience in wealth management including private banking & security firm.
  • Good command of spoken Putonghua and Cantonese; proficiency in English is an advantage.

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