RKWM

About the role

Join our dynamic and fast-growing financial team! We are inviting high-performing professionals with strong banking and client service experience to take the next step in their careers.

What you'll be doing

• Proactively manage relationships with a portfolio of high-net-worth clients to understand their financial needs and goals

• Provide expert financial advice and solutions to help clients achieve their objectives

• Actively grow your client base through referrals and new business development activities

• Contribute to the continuous improvement of processes and procedures within the Account & Relationship Management team

Who We’re Looking For

• Minimum 3 years of experience in a client-facing role within the Banking & Financial Services industry

• Proven track record of growing a client portfolio and exceeding sales targets

• Experienced frontline sales or customer service professionals from private banks, retail banks, investment banks, securities firms, or SFC-licensed companies.

• Demonstrate strong sales execution and client relationship management skills, with a high level of professionalism and service excellence.

• Candidates who have passed HKSI Papers 1, 7, and 8 (or equivalent), IIQE Papers 1, 2, 3, and 5, as well as the MPF Intermediaries Examination will be an advantage but not a must.

What We Offer

• An exclusive employment package designed for professionals recently affected by bank layoffs.

• Highly competitive compensation package with performance-based incentives.

• Comprehensive training and business support platform to accelerate your success.

• Clear career development pathway and continuous growth opportunities.

About us

RKWM' is a leading financial services provider in Hong Kong, offering a wide range of investment and wealth management solutions to individual and corporate clients. With a strong focus on innovation and client-centricity, we strive to be the trusted partner of choice for our customers. Our team of dedicated professionals is committed to delivering exceptional service and exceeding client expectations.