Wealth Management Manager (UHNW / HNW / IS Clients)

Wealth Management Manager (UHNW / HNW / IS Clients)

Our client is a PRC based Financial Group with HKSFC RA 1, 4 & 9. To cope with its expansion, they are inviting high calibre to join their new team.

Responsibilities:

  • Provide professional investment sales, advises and services to High Networth and Institutional Clients
  • Set up the team to achieve sales target
  • Liaise with business partners in order to acquire favorable business terms
  • Maintain professional and harmonious relationships with business partners in order to ensure smooth cooperation
  • Perform other sales management functions such as training, motivation, and performance appraisals, etc.
  • Ensure the conduction of business complies with all regulatory requirements and internal policies
  • Maintain good relationships with client and handle complaints whenever necessary

Requirements: 

  • Minimum 5 years’ experience in Wealth Management Sales (both High Networth & Institutional Clients) with sizable Financial Institution / private bank / securities firm
  • With proven sales performance and good sales network
  • Familiar with various investment products, especially equities, bonds, insurance and assets etc.
  • Good command of spoken Putonghua, Cantonese and English

Interested candidates please send your CV to canwie.chan@levin.hk OR contact us at 2520 0064

Negotiable

5 years or above relevant experience

Degree holder

Central HK


Enquiry: 2520 0064

To apply for this job, please send your CV to canwie.chan@levin.hk


Comments are closed.