DNA Recruit Partners Limited

Relationship Manager (SFC RA type 1 &4 | Well-funded AUM)

DNA Recruit Partners Limited
Posted on 13-Apr-21

Relationship Manager (SFC RA type 1 &4 | Well-funded AUM)

DNA Recruit Partners Limited

Job Highlights

  • Well-funded AUM | Wealth Management
  • High Earning Potential
  • Attractive Salary Package

Job Description

DNA Recruit Partners is partnering up with a well-funded AUM financial services group providing comprehensive and quality financial services to HNW clients across the globe by raising capital across the region, utilizing the benefits of a regional financial services group. As part of large business expansion, an outstanding opportunity has arisen for an experienced Relationship Manager. In this role, a successful candidate will increase productivity, inspire and motivate team member to optimize the company’s market share. 

Responsibilities:

  • Provide private private wealth management services to APAC HNW individual clients based on their investment needs and objectives
  • Enhance existing clients' portfolios
  • Build and maintain great business relationships with existing and potential clients
  • Provide professional investment advice, investment portfolio analysis and provide re-allocation recommendation
  • Work closely with Product Specialist / Investment Consultant team to ensure the viability of investment portfolios for the achievement of investment objectives of customers
  • Offer total financial solutions to clients by leveraging products of  Funds, Bonds, Notes, Equity and Insurance, etc.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate private wealth solutions
  • Comply with full compliance with internal guidelines and external regulatory bodies

Requirements:

  • Bachelor degree holder in Finance & Accounting or equivalence  
  • Minimum 3 years of relevant experiences in serving high net worth clients in a sales driven RM role, candidates with SFC brokerage firm type 1 &4  background will be advantageous
  • Qualified Holder of SFC RA1, RA4 license.
  • Established connections with clients
  • Proficient in spoken and written English, Cantonese and Mandarin
  • Strong experience on sales management with outstanding presentation and communication skills
  • Excellent communication and interpersonal skills; able to interact with different levels of people
  • Good negotiation, motivation, strategic and leadership skills to drive success and create win-win solutions

All personal information will be used only for recruitment purpose.

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
3 years
Job Type
Full Time, Permanent

Company Overview

Specializing in dynamic recruitment, search and career consultancy covering agency and client side in Hong Kong, throughout China and around the world. ​

Connecting Talent with Opportunity. 

DNA Recruit Partners is a professional recruitment consultancy specializing in the recruitment of permanent, contract and temporary positions on behalf of clients from a board range of industries. Our core duty is working with talented job seekers to facilitate a successful match, facilitating job seeker to find their dream job. ​Our talented management team is ready to help you to select your own paths, make your own choices and build your future the way you want to. We have a professional team of individuals, each of whom are subject matter experts in their market, and when you speak to one of our team, you will be dealing with someone equipped with knowledge and expertise you can trust. Regardless of country, city, or any of our branches, we offer an environment built on strong, supportive and friendly teams.

It's in your DNA for this role.

For more information about DNA Recruit Partners, please visit www.dnarecruitpartners.com.

Additional Company Information

Industry
Human Resources Management/Consultancy
Benefits & Others
Education allowance, Gratuity, Medical insurance, Performance bonus, Travel allowance, Five-day work week