Cross-border RM, Retail Banking and Private Wealth Management
4 days ago
We are seeking a highly motivated and experienced professional with high familiarty of cross-border business to join as a Cross-border Relationship Manager to acquire for Retail individual clients and High-net Worth clients. Located in Hong Kong.
Responsibilities:
- Develop and manage relationships with mainland Chinese clients in retail and high-net worth segments.
- Provide comprehensive wealth management solutions.
- Identify cross-selling opportunities to enhance client offerings.
- Offer personalized financial advice tailored to client needs.
- Acquire new clients through internal and external referrals.
- Maintain high service standards and ensure compliance with regulatory requirements and internal policies.
Requirements:
- Recognized university degree in Finance, Business, Economics, or a related discipline.
- Minimum 1-4 years of experience in retail or private banking, focusing on Chinese client segments.
- Fluency in Cantonese, Putonghua, and English.
- Proven knowledge of cross-border financial products and services.
- Excellent interpersonal skills and a sound understanding of investment, insurance, and banking products.
- qualifications of HKSI or IIQE licenses
- Welcome IANG Visa / Working Visa
Desired Attributes:
- Self-driven and customer-focused.
- Capable of working independently under pressure.
- Strong ability to build client relationships.
- Good understanding of the Greater Bay Area market.
Opportunity:
- Exciting opportunity for individuals looking to grow within a leading banking environment.
Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Abby Chu at A.chu@gravitasgroup.com or by phone +852 3896 2507 / +852 6046 8678
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