Client Details

Our client is the leading financial advisory firm in Hong Kong with thousands of professional financial consultants in the Asia Pacific region. They focuse on three core businesses: financial advisory, financial product manufacturing and FinTech. They are looking a Assistant Relationship Manager within their Wealth Management team.

Responsibilities:

• Supporting Investment Representatives in financial and maintaining successful relationships with clients
• To provide comprehensive financial strategies to clients including on financial planning, insurance and securities service
• To manage clients’ financial portfolios periodically
• To provide quality after-sales services to maintain relationship with clients
• Engage in team management and related activities
• Markets analysis and market event
• To explore oversea property, asset management and risk management solution to individual and corporate clients

Qualifications:

• Bachelor degree from University (Preferably in Finance, Business Management, Economics or related discipline)
• At least 1 years of relevant financial services experience
• Dedicated team player with keen interest in financial industry
• With SFC license, IFA, banking and finance background are more preferred

Job Offer

• Wealth Management team
• Steep learning curve
• Excellent career development
• Attractive bonus package

 If you're a talented individual looking for a friendly and professional working environment, simply APPLY NOW with your resume.