Relationship Manager (Wealth Management)
Frontier Financial Group Hong KongRelationship Manager (Wealth Management)
Frontier Financial Group is a premier financial institution with nearly 20 years. We are dedicated to providing diversified asset allocation and private banking-style services to private enterprises and high-net-worth clients globally. Headquartered at the Hong Kong international financial hub. We look forward to having international talents join our team!
Responsibilities:
- Provide professional wealth management services to high-net-worth clients.
- Achieve new business growth targets and deliver professional investment advice to existing clients.
- Assist the Investment Department in managing client risk and asset allocation strategies.
- Work closely with the investment team to stay updated on the latest market trends.
Requirements:
- Holder of Hong Kong Securities and Futures Commission (SFC) Type 1 or Type 4 license.
- Minimum of 3 years of proven sales experience.
- Solid background in banking or securities firms with experience in serving high-net-worth clients.
- A track record in driving AUM growth and the ability to contribute to team business growth.
- Experience in selling Hong Kong & US stocks and derivatives products; experience in selling bonds, funds and insurance products is advantage.
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