SEEK Asia Style Guide

Vice President (Wealth Management, HNW clients)PC Securities Financial Group Limited
Vice President (Wealth Management, HNW clients)PC Securities Financial Group Limited
Job Highlights
  • Manage a pool of HNW clients/PI clients
  • Working in a dynamic team with full training
  • A stable financial firm with good staff benefits
Job Description

Job Descriptions

  • Provide professional wealth management and investment services to China high net worth clients (insurance, bonds, funds, equities etc.)
  • Increase existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products 
  • Actively bonding with clients through phone, social platform and meeting in person (including travelling to China)
  • Conduct regular financial reviews and offer suitable portfolio advice
  • Comply with full compliance with internal guidelines and external regulatory bodies

 

Requirements

  • Minimum 3 years experiences in wealth management serving HNW individual clients, preferably from financial firms or wealth management nature
  • Degree holder in Finance-related disciplines with licenses in PIBA-TR, HKSI, IIQE, SFC etc.
  • Good knowledge in both insurance and investment including equities, funds and bonds
  • Sales-oriented with good relationship building and customer service skills
  • Excellent communication skills in Mandarin and English
  • Occasional travelling is required

 

Attractive salary and fringe benefits package will be provided to the right candidate. Please send a full resume with contact number and expected salary by clicking 'Apply Now'.

Data collected will be kept confidential and will be used for recruitment purposes only.

Additional Information
Years of Experience
3 years
Employment Type
Full Time, Permanent
Benefits
Dental insurance, Education allowance, Five-day work week, Medical insurance, Performance bonus, Travel allowance
Company details

About PC Securities Financial Group Limited 

PC Securities Financial Group (PCSFG), is a leading and integrated financial institution in Asia providing across boundaries collaboration. PCSFG strives to provide the best-in-class financial service for high net worth individuals and entrepreneurs, corporate, families and institutional clients average net worth over US$10 million.

Founded in 2001, PCSFG has a well-established global presence. Its footprint has expanded to all major financial centers and has offices in Hong Kong, Singapore, Shanghai, Taiwan and Jakarta.

By its all-rounded business covers Asset Management, Securities, Funds, Insurance, Wealth Management, Offshore Family Trust, Global Properties & Immigration, etc. PCSFG provides customers with total financial solutions to navigate safely across boundaries.

To meet customer needs, we provides a wide range of financial service models with professional team and high quality assets; at the same time, we have provided training and development opportunities and created a good working environment to recruit, retain and reward our outstanding talents. 

To cope with our expanding businesses, we invite high caliber to join us and become one of our professional team members. For more details, welcome to visit our official website: www.pcsfg.com