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Senior Relationship Manager

HARRIS FRASER GROUP

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-03-10
  • Career Level:Senior
  • Location:Central
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Business Consultancy  Business Development  General Management  

Job Description

 Responsibilities:

  • Provide highly personalized, best-in-class investment advice, execution services and wealth management solutions to Ultra High Net Worth individuals and families
  • Implement the company's sales strategies to assist clients to grow their wealth and ensure all dealings, trading activities are complied with the SFC Code and Guideline and internal policies
  • Provide an excellent comprehensive service across transaction types and asset classes through professional financial platforms
  • Engage in networking activities within our group and other business introducers to build good quality business referrals
  • Maintain a close working relationship with in-house asset management team to ensure the highest rate of return for customer satisfaction and persistency
  • Maintainsound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements are observed at all times

Requirements:

  • University degree holder or equivalent
  • Holder of SFC licenses for Type 1, 4 and 9 regulated activities
  • Own network with high net worth individuals and corporate clients
  • At least 5 years of prior experience in the private banks or financial institutions
  • Excellent communication skills, both written and verbal
  • Sales oriented, self-motivated and be able to work independently
  • Holder of relevant investment and insurance licenses with Certified Financial Planner, Financial Risk Manager or other relevant qualification an advantage

Remuneration:

We offer good package that includes basic salary as well as attractive bonuses for the right candidates. The Company has group insurance for staff and its family members.

Interested parties, please send your full resume with your existing packing and your expected new package by:

Clicking 'Apply Now'.

All Personal data collected will be used for recruitment purpose only.

 

Company Info

Harris Fraser Group is a wealth and investment management company assisting clients in Asia to protect and grow their wealth since 1990.

Being an important investment management arm and the major services distribution of the Mason Group, Harris Fraser is building a HNW client relationship team to feed into the Group's Wealth Management ecosystem by starting with a thorough knowledge of the client, coupling that with extensive research and providing relevant options to satisfy the clients' needs.  Harris Fraser's services include asset management, Private Banking account opening, corporate and trust services, investment savings plans, tax planning, life and general insurance, overseas property investment and MPF advisory.

Headquartered in Hong Kong over a couple of decades, Harris Fraser has expanded its professional coverage to China, Japan, Singapore, Taiwan and Korea.

www.harris-fraser.com

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