Team Head - Relationship Management

Haiyin Wealth Management Holdings (Hong Kong) Limited
Hong Kong
Oct 12, 2017
Oct 18, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Job Responsibilities:

  1. Provide clients and prospects with a high standard of services to meet with their investment needs and strategies.
  2. Screen and access the appropriateness of each prospective client.
  3. Work closely with investment team in order to deliver wealth management advices and solutions to clients which may suitable for their investment portfolio.
  4. Attain proper accreditation per the regulatory requirement for marketing investment products to clients.
  5. Comply with the code of conduct as set forth in the regulatory ordinance, company's risk management and compliance policies at all times.
  6. Achieve annual targets including net new money, client return performance, return on asset and revenue.
  7. Lead and supervise a team of Relationship Managers.

Job Requirements:

  1. University degree preferred with a CFA/ CFP accreditation.
  2. Minimum 8 years of relevant experience in Wealth Management or Private Banking.
  3. SFC license - Type 1 & 4
  4. Strong industry knowledge and financial background.
  5. Good communication skills in English, Cantonese and Mandarin.

Please send your full resumes in confidence quoting the reference number “HY-PB-170118“. All information received will be kept in strict confidence and solely for recruitment purpose.

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