Relationship Manager, International Wealth Management (Ref: IWM-ICC2121-KGI)
KGI Asia • Wanchai, HK
30 天前
职位描述
Responsibilities
- Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region
- Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
- Expand clientele and maintain good relationship to meet sales target
- Regularly review client’s needs and investment portfolio
Requirements
- Extensive client base
- Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
- Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company
- Sales-oriented with good client network
- Good knowledge of financial products and markets
- Good communication and interpersonal skills
- Proficiency in English, Cantonese and Mandarin