Skip to main content

This job has expired

You will need to login before you can apply for a job.

Relationship Manager - Securities firm

Green Lake Executive Search Co. Limited
Hong Kong, Hong Kong
Closing date
Feb 29, 2024

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
  • Manage and cultivate relationships with your existing book of clients, ensuring their investment goals are met with the highest level of service and expertise.
  • Leverage your personal network and client base to introduce new clients to suite of investment services and securities offerings.
  • Provide strategic investment advice based on thorough analysis of market conditions and client financial goals.
  • Work collaboratively with analysts, portfolio managers, and other team members to develop and recommend securities-based solutions that align with client objectives.
  • Stay informed of industry trends and regulatory changes to offer clients current and strategic advice.
  • Uphold the highest ethical standards and comply with all regulatory requirements and company policies.

  • Substantial experience in a client-facing role within the securities industry, with an emphasis on sales and client relationship management.
  • An active book of clients, demonstrating a history of successful client management and business growth within the securities sector.
  • In-depth knowledge of various financial securities, market conditions, and investment strategies.
  • Strong communication and interpersonal skills, with the ability to build trust and foster long-term client relationships.
  • Bachelor's degree in Finance, Economics, or a related field; Master's degree or professional certifications (e.g., CFA, Series 7, Series 63) are advantageous.
  • Required licensing for securities trading and advisory services.

What We Offer:
  • The opportunity to work with a dynamic and experienced team in the securities industry.
  • A competitive compensation package, including a base salary, performance-based bonuses, and comprehensive benefits.
  • Access to state-of-the-art resources and tools to effectively manage client relationships and portfolios.
  • A professional environment that supports growth and recognizes individual contributions.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert