Relationship Manager (Wealth Management)

Relationship Manager (Wealth Management)

Your new company

My client is a licensed financial services firm focusing on providing securities and wealth management services in APAC. In order to expand the business coverage, the firm is looking for a Relationship Manager to join the Wealth Management Team.

Your new role

As a Relationship manager, you are responsible to achieve business target, offer financial solutions to clients, identify clients’ needs and conduct regular portfolio review.

What you'll need to succeed

  • Over 3 years of relevant experience in financial industry. Sales-oriented with proven track record
  • Good client network and good communication skills
  • Holder of SFC RA1, RA4 license. Representative under IA is a plus
  • Strong knowledge of financial products and markets
  • Proficiency in English, Cantonese, and Mandarin

What you'll get in return

This opportunity allows you to work in a successful WM business with strong presence in APAC. You will be working alongside many talented individuals who are highly self-motivated. Additionally, you will receive a competitive compensation package.

What you need to do now

If you're interested in this role, click 'apply now' or forward an up-to-date MS Word copy of your CV to

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.



Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to Frondia Hsu, the specialist consultant managing this position, located in Hong Kong
6604-06,66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: 22307420

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