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Relationship Manager, International Wealth Management (Ref : IWM-ICC2121-KGI)

Relationship Manager, International Wealth Management (Ref : IWM-ICC2121-KGI)

KGI AsiaWanchai, 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
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    Relationship Manager • Wanchai, HK