Wealth Management - Sales Head/RM (Attractive Package)

  • Attractive Package
  • Hong Kong
  • Permanent, Full time
  • Fortune Fountain Capital Limited
  • 19 Mar 19

Build and maintain business relationship with ultra-high net-worth clients in Mainland China & Hong Kong

About the Company:

Continental Growth Wealth Management Limited (CGWM) is the high-end private wealth management center of Fortune Fountain Capital Limited. Based in Hong Kong and facing clients all over the world, CGWM provides one-stop solutions covering financial and non-financial services. The client-centric business philosophy drives us to satisfy all-round clients' needs, and makes us the best partner helping them to achieve their wealth management goal in a long run. In financial area, the professional services provided by CGWM include insurance broker, legal advisory, tax consultancy, trust services, wealth management. In non-financial area, it includes immigration, overseas real estate, tailor-made travel, corporate jet and many other value-added services.

Responsibilities:

  • Achieve business target on different financial and non-financial products.
  • Proactively build and maintain business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong.
  • Maximize new Total Asset Under Management (AUM) to the Company.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solution

Package/ Attractiveness

  • Basic salary:  50-60K (Managerial) and 30-50K (Individual)
  • Potential earnings:  1.5-2M (Managerial) and 1-1.5M (Individual) if hit targets
  • Profit sharing as add-on if over targets
  • Strong historical track record of successful and safe products and loyal customers
  • Fast career progression 

 Requirements:

  • Preferably a Degree holder or equivalent.
  • Possess SFC and IIQE qualifications for marketing the Company’s products.
  • 2 years (Individual) or above (Senior Manager/Team head) of relevant experiences in serving high net worth individual customers in retail bank, private bank, or other asset management companies.
  • IANG graduates with 1-2 years working experience in financial services industry with extensive China networks will also be considered

 

 Application:

  • Interested parties please provide full resume with current and expected salaries together with availability
  • All information collected will be kept in strict confidence for a period of 24 months and will be used for recruitment purpose only
  • We regret only shortlisted candidates will be informed