Relationship Manager (Wealth Planning/ EAM)

Key Areas of Responsibilities：

• Act as a RM, providing high-end clients with a comprehensive range of wealth planning and investment product services, including investment, securities financing, family trusts, and insurance planning.
• Facilitate cross-sales of different functions within the company for key clients, promoting synergy among various departments' services.
• Provide trading and dealing services, covering HK and overseas equities, fixed income, futures, commodities, and selected third-party products. Additionally, offer post-trade review and data analysis to key clients.
• Maintain strong relationships with existing HNW and corporate clients.
• Handle inquiries from high-end clients, addressing not only financial solutions but also matters related to family and individual growth, corporate capital strategy, and social responsibilities.
• Participate in internal and external business development activities, identifying innovative and popular financial products and communicating requests to the product team.
• Demonstrate strong teamwork skills and the ability to perform well under pressure.

• Degree or above in Business/Finance discipline with at least 5 years of working experience in the financial industry, preferably in front-line sales and customer service roles.
• Strong experience and knowledge in handling high-end clients or listed companies' comprehensive financial solutions.
• Proficiency in client order handling and trading would be an advantage.
• Expertise in financial planning and wealth products, including family trusts, insurance, structured products, and funds. 
• Possess a strong business network in Mainland China and Hong Kong, including professional service institutions such as trustees, legal firms, and tax advisors.
• Hold relevant SFC licenses for conducting Type 1 & Type 2 regulated activities.
• Excellent communication, interpersonal, and relationship-building skills.
• Result-oriented with a strong initiative and drive to succeed.
• Customer-focused and able to work under pressure.
• Solid in written and spoken English and Chinese (including Putonghua & Cantonese).