Relationship Manager, Wealth Management

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • KGI Hong Kong Limited
  • 15 Jan 18 2018-01-15

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients. Your No.1 Choice for Global Investment and Financial Services

Responsibilities

  • To achieve business targets in revenue and AUM
  • To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • To conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
  • To expand clientele through own network
  • To comply with internal/external regulations and guidelines

Requirements

  • College or University and above
  • Holder of SFC RA1, RA4 license. A technical representative under PIBA is a plus
  • Minimum 3 years' relevant experience in financial industry
  • Sales-oriented with proven sales record and performance
  • Good client network
  • Good knowledge of financial products and markets
  • Good communication, interpersonal skills
  • Proficiency in English, Cantonese and Mandarin

For more details about career opportunities in KGI, please visit our website: http://www.kgieworld.com/Careers.aspx?sc_lang=en

Please send application with resume and expected salary quoting the job reference to jobs.wm@kgi.com or mail to HR Department, 41/F Central Plaza, 18 Harbour Road, Wanchai, Hong Kong

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