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Relationship Manager, Wealth Management (Ref: 01018-Rm201901-Efc)

Relationship Manager, Wealth Management (Ref: 01018-Rm201901-Efc)
Company:

Kgi Hong Kong Limited

Place:

National Capital Region

Job Function:

Sales

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Details of the offer

Responsibilities
Achieve business targets in revenue and AUM
Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
Be proactive in client acquisition
Comply with internal/external regulations and guidelines

Requirements
College or University and above
Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority 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 *******@kgi.com or mail to HR Department, 41/F Central Plaza, 18 Harbour Road, Wanchai, Hong Kong
(Personal data collected will be used for recruitment purpose only)

Source: Jora
Job Function:

Requirements

Relationship Manager, Wealth Management (Ref: 01018-Rm201901-Efc)
Company:

Kgi Hong Kong Limited

Place:

National Capital Region

Job Function:

Sales

Report this offer

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