Private Wealth Management Manager
5 months 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
- Excellent command of spoken and written Cantonese and Mandarin , with proficiency in English an advantage
- High level of customer-centric mindset to deliver exceptional quality services for customers
- Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance
- SFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage
- Willing to base in Shenzhen is an advantage
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