Senior RM / Team Head - Reputative Chinese Securities Firm

HK$80000 - HK$90000 per month + negotiable
Hong Kong
May 23, 2024
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A reputative Chinese Securities Firm is aggressively expanding their asset management team and they are searching for Retail Banking or Private Banking intelligence who are focusing on building relationships with China / HK local UHNW clients to join their company as Senior Relationship Manager / Team head.

What you can get:

  • Comprehensive wealth management platform to provide an all rounded financial solutions to your clients
  • Flexibility to onboard clients from different counties
  • Fast track career progression in a new team
  • Decent salary package with attractive bonus scheme

Job Responsibilities:

  • Meet or exceed the firm's established annual revenue, new client acquisition, and asset management growth objectives
  • Lead the development, servicing, retention, and expansion of relationships with high-net-worth clients
  • Deliver comprehensive wealth advisory and asset allocation services to help clients safeguard and grow their assets
  • Stay abreast of market trends, thoroughly research client's personalised wealth management needs, and proactively identify new product development opportunities
  • Market and facilitate client transactions, while also identifying and pursuing promising investment banking business leads
  • Execute on any other strategic initiatives or tasks assigned by company leadership

Job Requirements:

  • Bachelor's degree in accounting, business, finance, or a related field; Relevant certifications such as CPA, CPA or FRM would be a plus
  • 5-10years of Retail / Private Banking experience in UHNW / HNW Relationship Management
  • Hong Kong Resident or IANG is referred
  • Native in Cantonese / Mandarin, Proficient in English
  • Expertise in domestic and international high-net-worth wealth management and private banking products/solutions, such as structured finance, bonds, asset management etc.
  • Candidates with team leading experience will be considered as Team head

Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Phoebe Lai at or by phone +852 3896 2532 / +852 9523 2370


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