Core Pacific - Yamaichi Int'l (H.K.) Ltd

Relationship Manager, Asset Management

Core Pacific - Yamaichi Int'l (H.K.) Ltd
Salary negotiable
Posted on 25 Sep 2020

Relationship Manager, Asset Management

Core Pacific - Yamaichi Int'l (H.K.) Ltd

Job Highlights

  • Formulate and implement effective strategies
  • Expand Company's High Net Worth (HNW) Clients
  • Work closely with Product & Support teams

Job Description

Responsibilities:

  • Report to the Managing Director of Wealth Management Group
  • Formulate and implement effective strategies and plans to expand Company’s High Net Worth (HNW) clients coverage in the Greater China market
  • Work closely with Product and Support teams to develop and offer suitable products and services to clients to achieve sales targets and grow business, e.g. insurance, funds, bonds, notes and discretionary portfolio, etc.
  • Provide one-stop professional advices and solutions to our clients
  • Ensure sales activities are carried out in compliance with rules and regulations and company policies

Requirements:

  • Qualified to register as RA1, 4 & 9 with SFC
  • Holder of IIQE paper I, II, III, IV & 5 is a plus
  • Degree or above with major in business-related disciplines
  • Minimum 3 years of experience in sales positions in the financial services industry
  • Experiences in sales and business development in asset management are advantages
  • Knowledge in External Asset Management (EAM) is preferred
  • Excellent communication and presentation skills with good command of spoken and written English and Chinese, including Mandarin
  • Strong networking and interpersonal skills
  • Self-motivated, independent with a strong sense of ownership and responsibility

We offer good career prospects & competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced & dynamic environment, please send your application with availability, present and expected packages to us by clicking "Apply Now" below.

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,  26 Harbour Road, Wanchai, Hong Kong
Fax No.: 2918-1202
Website: www.cpy.com.hk

Personal data collected will be used for recruitment purpose only

Additional Information

Career Level
Senior
Qualification
Degree
Years of Experience
3 years
Job Type
Full Time

Company Overview

Core Pacific - Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China.  Apart from offering financial services & wealth management services, it also provides asset management services. 

Additional Company Information