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KGI HONG KONG LIMITED

Relationship Manager, International Wealth Management (Ref: IWM-ICC2121-CP)

KGI* has been a leading financial institution in Asia since 1997. Our scope of business encompasses Wealth Management, Global Markets, Asset Management and Global Sales & Prime Services. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand^.

Responsibilities:

  • Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region

  • Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products

  • Expand clientele and maintain good relationship to meet sales target

  • Regularly review client’s needs and investment portfolio 

Requirements:

  • Extensive client base

  • Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus

  • Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company 

  • Sales-oriented with good client network

  • Good knowledge of financial products and markets

  • Good communication and interpersonal skills

  • Proficiency in English, Cantonese and Mandarin

We offer a competitive remuneration package and long-term career development to the right candidates. Interested applicants, please send your full resume and expected salary quoting reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong or by clicking “Apply now” .

For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

(Personal data collected will be used for recruitment purpose only.) 

*KGI refers to KGI Asia Limited and its affiliates

^an investee enterprise of KGI Securities, not a subsidiary

職位詳情

工作經驗
3年
學歷
學士
行業
金融服務 / 投資 / 證券
職能
銀行 / 金融 > 私人銀行 / 財富管理
地區
灣仔
僱用類型
全職
發佈日期
2026年8月4日
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