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Relationship Manager (Sales Role)

Yuanta Securities (Hong Kong) Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-06-27
  • Career Level:Middle
  • Location:Admiralty
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Investment  Financial Services  Wealth Management
  • Benefits:Five-day work week

Job Description

Responsibilities

  • Bring in own clients and AUM to generate commission and meet sales targets;
  • Build, develop and maintain client relationships within the high-net-worth segment by providing solutions to meet clients’ wealth management needs and risk appetite;
  • Develop channels to sell company’s products and services;
  • Monitor clients’ portfolios and provide timely updates to clients and the company;
  • Perform tasks in accordance with regulatory and compliance requirements.

Requirements

  • Degree holder;
  • Minimum 2 years of relevant working experience in wealth management, insurance, banking, asset management or stock brokerage, with track record;
  • Strong network and connection with HNW individuals or corporates in Greater China or ASEAN countries is a plus;
  • Experience or network with local and overseas fund houses, family offices, insurance companies, hedge funds, pension funds and brokers is a plus;
  • Fluent in Mandarin and English;
  • SFC Type 1 License;
  • Solid selling, relationship building and interpersonal skills;
  • Strong self-initiative and able to work under pressure to meet targets;



Attractive remuneration will be offered to the right candidate. Interested parties, please send your application letter with full resume including date available, present and expected salary to us.

Personal data collected would be used for recruitment purpose only.

Company Info

Yuanta Securities (Hong Kong) Company Limited (“YSHK") is one of the largest Taiwan-funded brokerage firms in Hong Kong and is committed to provide comprehensive and superior services in the aspects of corporate finance, asset management and brokerage services to global and local institutional clients, corporate clients as well as individual investors. YSHK is a wholly owned subsidiary of Yuanta Financial Holdings Co., Ltd (“Yuanta Financial Holdings"), which is one of the top five financial holding companies in Taiwan. Its scale in securities, futures and asset management business has solidified a dominant position in the Taiwan market. As a leading financial firm with securities business as its focus, Yuanta Financial Holdings currently has a distribution network of 189 securities branches and 88 banking branches.

We are seeking high calibre candidates to achieve our goals and share the success together.

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