Senior Relationship Manager | Harris Fraser

Senior Relationship Manager

Central Office


  • Provide highly personalized, best-in-class investment advice, execution services and wealth management solutions to Ultra High Net Worth individuals and families
  • Implement the company's sales strategies to assist clients to grow their wealth and ensure all dealings, trading activities are complied with the SFC Code and Guideline and internal policies
  • Provide an excellent comprehensive service across transaction types and asset classes through professional financial platforms
  • Engage in networking activities within our group and other business introducers to build good quality business referrals
  • Maintain a close working relationship with in-house asset management team to ensure the highest rate of return for customer satisfaction and persistency
  • Maintain sound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements are observed at all times


  • University degree holder or equivalent
  • Holder of SFC licenses for Type 1, 4 and 9 regulated activities
  • Own network with high net worth individuals and corporate clients
  • At least 5 years of prior experience in the private banks or financial institutions
  • Excellent communication skills, both written and verbal
  • Sales oriented, self-motivated and be able to work independently
  • Holder of relevant investment and insurance licenses with Certified Financial Planner, Financial Risk Manager or other relevant qualification an advantage

Remuneration :

We offer an attractive basic salary plus good incentives and comprehensive fringe benefits including medical, dental and life insurance, professional training, expertise in portfolio management support and convenient location in Central. All Personal data collected will be used for recruitment purpose only. All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Interested parties, please send your full resume email to

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