Position: Relationship Manager (Wealth Management)
Location: Hong Kong
1. Key Responsibilities
Provide professional advisory services to clients on public/private funds, overseas derivatives, and other investment products, addressing inquiries with accuracy and clarity.
Identify and develop relationships with high-net-worth potential clients while maintaining and deepening existing client partnerships to enhance long-term collaboration.
Design customized asset allocation plans incorporating diversified financial products, aligned with clients’ risk appetite and financial objectives.
Monitor market trends and client portfolio performance, conducting regular reviews to optimize investment strategies.
Assist clients in executing subscription, redemption, and other transactional processes, ensuring compliance and operational efficiency.
Strictly adhere to regulatory requirements (e.g., SFC guidelines) and internal compliance policies to mitigate operational risks.
2. Requirements
Bachelor’s degree or above, with legal eligibility to work in Hong Kong. Proficiency in both English and Chinese (written and spoken).
Minimum 5 years of experience in the financial industry, preferably with exposure to fund/derivatives services. Solid financial knowledge to interpret product rules and market dynamics effectively.
Professional qualifications such as CFA or CFP are highly preferred. Cantonese language skills are an advantage.
High integrity, strong sense of responsibility, resilience under pressure, and excellent teamwork spirit.
Highly competitive salary package with performance-based bonuses and year-end dividends.
Comprehensive MPF contributions, paid annual leave, and professional training programs.
Clear career progression pathways and employee welfare schemes.
