Relationship Manager, Wealth Management Sales

Location

Hong Kong

Financial Services

Salary

Posted

13-Nov-2026

Work type

Permanent

Contact

Dorothy Fok

Reference

BH-77558

Our client is a leading Taiwan-based financial institution in Hong Kong, licensed by the SFC for Type 1, 2, 4, 5 and 9 regulated activities. Backed by its Group, it provides comprehensive securities, futures, investment advisory, asset management and corporate finance services, with a commitment to professional, innovative and client-focused solutions.

Responsibilities

Develop new clients and maintain relationship with existing customers
Consulting and planning customer's asset allocation and trading services
Answer clients enquires in relation to dealing in securities and other investment products
Handle client order

Requirements

Obtained qualifications in examination paper 1, 7 and 8 ( or eligible to apply for SFC license Type 1, Type 2, Type 9)
University graduates or above college with 3 years related working experience
Graduates from Mainland China or Taiwan are welcome
Possessed a good client base in Securities, Futures and Options, Options, Bonds, Structured Productsand Insurance (or high net worth client base)
Possessed a good client base in Taiwan, Mainland China or Hong Kong is an advantage