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Relationship Manager (Wealth Management)

Frontier Financial Group Hong Kong
Posted 3 days ago Permanent Negotiable

Relationship Manager (Wealth Management)

Frontier Financial Group Hong Kong
H
Posted by
HR team
SFC Type 1,4 & 9 Business

Frontier Financial Group is a premier financial institution with nearly 20 years. We are dedicated to providing diversified asset allocation and private banking-style services to private enterprises and high-net-worth clients globally. Headquartered at the Hong Kong international financial hub. We look forward to having international talents join our team!

Responsibilities:

  1. Provide professional wealth management services to high-net-worth clients.
  2. Achieve new business growth targets and deliver professional investment advice to existing clients.
  3. Assist the Investment Department in managing client risk and asset allocation strategies.
  4. Work closely with the investment team to stay updated on the latest market trends.

Requirements:

  1. Holder of Hong Kong Securities and Futures Commission (SFC) Type 1 or Type 4 license.
  2. Minimum of 3 years of proven sales experience.
  3. Solid background in banking or securities firms with experience in serving high-net-worth clients.
  4. A track record in driving AUM growth and the ability to contribute to team business growth.
  5. Experience in selling Hong Kong & US stocks and derivatives products; experience in selling bonds, funds and insurance products is advantage.
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