Relationship Manager, Equity Sales

Job Purpose

- Expand the client base and sales opportunities for wealth management business, in order to contribute to the achievement of the department's revenue targets.

Key Responsibilities

- Market and explore various client resources, primarily including HNWIs, corporate clients, listed companies, and other non-licensed investment entities

- Identify client needs and provide suitable global trading and custody services, wealth management advice, and margin financing facilities across global securities markets, covering major investment products such as global stocks, ETFs, futures and other exchange-traded products, as well as OTC products including funds, bonds and structured products

- Establish and maintain effective communications with Group channels to facilitate ongoing client development and asset introduction

- Provide day-to-day client servicing and account maintenance, including market updates, trade execution support, and portfolio monitoring

- Prepare presentation materials, pitch books, and market update summaries for client meetings and communications

- Gather and consolidate client and channel feedback for internal review and analysis

- Bachelor's degree or above in Business Administration, Finance, Economics, or related disciplines

- At least 1 to 2 years of sales experience in the financial services or banking industry in Hong Kong

- Basic understanding of Hong Kong market and wealth management products

- Awareness of compliance and risk control procedures in Wealth Management

- Eligible to be licensed under the SFC in dealing in securities and futures

- A team player with strong self-motivation and good communication and interpersonal skills

- Ability to work under pressure in a fast-paced environment

- Proficiency in written and spoken English and Chinese, including Putonghua