Main Responsibilities

• Constantly delivering quality wealth management services to company existing high-net-worth clients
• Building and maintaining stable and long term relationship with existing clients
• Understanding clients' investment needs and proactively identify new business opportunities by providing professional investment advice
• Growing revenues and AUM by working closely with product development specialist
• Offering professional services in promoting products in compliance with sales process policy and procedure
• Conduct the operational procedures in a compliant manner by following the Company’s policies and procedures

Basic requirements

• Bachelor degree in Finance, Accounting or relevant discipline
• At least 3 years of experience as a Sales / CS role in banking and finance industry
• Knowledgeable in financial products, including in alternative investments
• Strong knowledge of SFC regulations, AML legislations and other relevant regulatory requirements
• Proactive, mature, independent, self-initiative, sales-driven, client-focused
• Excellent interpersonal, persuasive and communication skills
• Candidates with less experience would be considered as Assistant Relationship Manager

What you may expect

• 5 day work week
• Good career path
• Attractive package
• Full employee benefits
• Up to 20 days of annual leave
• Clients provided by company (No cold calling)