Key Account Manager, Wealth Management

Chief Group Limited

  • Hong Kong
  • Permanent
  • Full-time
  • 25 days ago
Job Responsibilities:Build and maintain strong, trust-based relationships with HNW and UHNW clients, understanding their financial needs and delivering tailored solutionsProactively source and acquire new clients through referrals, industry events, and personal networks, etc while nurturing existing relationships to maximize client satisfaction and business growthleverage in-depth knowledge of equities, bonds, funds, derivatives, and structured products to provide personalized investment advice and wealth management strategiesEnsure the compliance of all relevant SFC regulations, AML, and KYC requirementsAlways agree and strive to exceed sales and business development targets as requestWork closely with internal teams to deliver seamless client experiences and contribute to a positive team cultureRequirements:Bachelor’s degree or above in Finance, Economics, Business , or related disciplinesHolder of SFC Type 1,4,9 license is a MUSTMinimum 3-5 years of relevant experience in wealth management, private banking, or key account service within a bank, securities firm, or asset management company.Experience in serving high net worth clients for providing wealth management products selection and services is a MUSTDetail-minded team player with high degree of integrity, maturity & independencyExcellent communication, interpersonal, presentation and sales skillsGood command of written and spoken English and Chinese, fluency in both Cantonese and PutonghuaAll applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

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