Back to jobs

Relationship Manager - Securities Firm (Welcome Retail RM)

Job description


Responsibilities

  • Develop and maintain relationships with clients (mainly PRC)
  • Analyze client financial information to make decisions regarding investment and trading
  • Grow client base, identify opportunities for new business and cross-selling products and services
  • Meet or exceed sales targets and KPIs

Requirements

  • University graduate
  • Minimum of 3 year of experience in banking or financial institutions
  • SFC licence
  • Proficient in both English and Chinese, knowledge of Putonghua will be an advantage
  • Native Mandarin Speaker is preferred

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.hk/refer-a-friend