Private Wealth Management Manager, fintech and retail department
5 days ago
Responsibilities
- Building tight relationship with VIP clients to complete team AUM and revenue target
- Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
- Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks
- Manage the credit quality and monitor the margin level
Requirements
- Bachelor's degree or above, preferably in Finance, Economics, or a related field
- A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector
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