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Relationship Manager, International Wealth Management

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Relationship Manager, International Wealth Management

KGI 凱基
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Job Highlights

  • Good knowledge of financial products and markets
  • Sales-oriented with good client network
  • Good communication and interpersonal skills

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients.


Being one of Hong Kong's largest equity brokers by market share and one of the ten largest futures brokers, KGI Hong Kong operates a full-service brokerage firm for retail and institutional clients, aiming to provide customers with one-stop financial service.


Responsibilities:

  • Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region
  • Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
  • Expand clientele and maintain good relationship to meet sales target
  • Regularly review client’s needs and investment portfolio


Requirements:

  • Extensive client base
  • Holder of SFC licenses RA1 (Dealing in Securities) RA2 (Dealing in Futures Contracts). A technical representative under Insurance Authority is a plus
  • Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company
  • Sales-oriented with good client network
  • Good knowledge of financial products and markets
  • Good communication and interpersonal skills
  • Proficiency in English, Cantonese and Mandarin



For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers


Please send application with resume and expected salary quoting the job reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong.


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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 3 years - 5 years
Career Level
  • Middle management level
Education
  • N/A

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