Junior / Senior RM (Relationship Manager)

Job Title: Junior / Senior RM (Relationship Manager)

Location: Central, Hong Kong

Responsibilities:

1. Identify existing and prospective customers' needs of financial services, including both products & services
2. Establish relationships with high-new-worth clients to monitor financial situation and identify client needs resulting in new sales opportunities
3. Assist in opening new accounts and ongoing maintenance of existing accounts
4. Deliver investment services to high-new-worth clients, including but not limited to pre-trade checks, executing dealing instructions, and preparing post-trade documentation
5. Assist in the preparation of marketing materials and presentations
6. Strictly adhere to all risk and control policies, regulatory guidelines and security measures
7. Handle ad hoc tasks and projects as assigned

Requirements:

1. Bachelors degree in Business Administration, Finance, Economics, Accounting or related disciplines
2. At least 5 years of proven sales experience in the financial services industry, specifically dealing with high-net-worth clients
3. Certified Financial Planner (CFP) or similar credentials preferred
4. Excellent problem-solving skills, analytic and presentable; Strong self-initiative, highly motivated, relationship building and interpersonal skills
5. Proficient written and spoken Cantonese, English and Mandarin
6. Immediately available is highly preferred

Please send an updated resume in English to our Managing Partner at ec(at)Harbridgepartners(dot)com

Interested in this and other roles? Please send an updated resume in English to CV[@]harbridgepartners[dot]com

Or contact +852 2523 9955 – and ask for Terry Au, Edward Chen, Richard Liu, Cora Pang

Harbridge Partners Limited

Employment Agency License: 79129