Relationship Manager: Wealth Management
2 weeks ago
Responsibilities:
- Provide a professional, timely wealth management service to our high-net-worth clients mainly under the Capital Investment Entrant Scheme (CIES)
- Extensive business development and sales experience in financial and/or immigration consulting
- Serve designated portfolio of accounts to our high-net-worth clients and manage the on-boarding of new clients
- Develop great relationship with existing clients on a personal and professional level by matching and exploring their short or long-term financial goals
- Connecting with Product Specialists to provide more advanced technical input to identify and fulfill multiple needs with clients
Requirements:
- Qualified to conduct SFC Type 1 & 4 regulated activities.
- Good understanding and strong interest of the financial markets
- Good knowledge of investment products (especially equities & bonds) with past dealing experience is an advantage
- High level of customer centricity mindset with dedication to deliver bespoke services for clients
- Candidate with strong network in the PRC are preferred
- IANG/ 高才/優才 will also be considered
- Attend clients meeting with senior Head of Wealth Management and assist in document preparation, logistics management and other tasks assigned
- Good command in both written and spoken English/Cantonese. Proficient in Mandarin is a MUST
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