Relationship Manager / Senior Manager

  • Salary negotiable
  • Hong Kong
  • CDI, Plein-temps
  • Frontier Financial Group
  • 03 nov. 17 2017-11-03

Frontier Financial Group is a fast growing provider of Wealth Management, Insurance, Properties, and Investment Banking services, focusing on high net worth customers in the region. Our financial advisors help customers to invest safely while receiving considerable returns. We are also experts in fund management and corporate finance.

Responsibilities

  • Provide a professional, timely wealth management service to high-net-worth clients
  • Develop a long term relationship with existing clients, increase their loyalty and satisfaction, and explore new business opportunities with them
  • Receive orders from customers and forward them to dealers or place the orders on stock exchanges using trading terminals
  • Manage the on-boarding of new customers and expand our customer base
  • Assist in the roll-out of new financial products and services to customers
  • Work closely with investment managers to understand the latest trends in the market and
  • Carry out SFC regulated activities in compliance with all applicable rules and laws.

Requirements

  • Bachelor’s degree or above in Economics, Finance or related disciplines
  • Qualified to conduct SFC regulated activities type 1 and 4; type 9 is highly preferred
  • Knowledge of investment products, especially equities and bonds
  • Minimum 5 years’ experience in Wealth Management or Premier Relationship Management with a bank or securities firm
  • Good interpersonal skills, fast learner, team player, independent, ability to handle multiple tasks and functional topic simultaneously
  • Self-motivated, independent, and able to work under pressure
  • Good command of spoken and written English and Chinese, including Putonghua