Private Wealth Relationship Manager
1 day ago
Growing Team Competitive Salary Package About Our Client The employer is a large organization in the financial services industry, offering a wide range of banking and financial solutions. The company is well-established and has a strong presence in Hong Kong, catering to a diverse client base. Job Description As a Private Wealth Relationship Manager, your main responsibilities will include: Developing and maintaining relationships with high-net-worth clients to provide tailored wealth management solutions. Identifying and pursuing new business opportunities to expand the client portfolio. Offering comprehensive financial planning and investment advisory services to clients. Collaborating with internal teams to deliver seamless banking services and products. Ensuring compliance with all regulatory requirements and internal policies. Monitoring client portfolios and providing regular updates on market trends and performance. Proactively addressing client needs and providing exceptional service to enhance client satisfaction. Preparing detailed financial reports and presentations for clients and stakeholders. The Successful Applicant A successful candidate should have: A strong background in banking and financial services, particularly in private wealth management. Proven ability to build and maintain relationships with high-net-worth clients. Comprehensive knowledge of financial products, investment strategies, and market trends. Excellent communication and interpersonal skills to engage with diverse clients. A proactive and client-focused approach to delivering exceptional service. Relevant professional qualifications or certifications in financial services are preferred. What's on Offer Competitive salary package. Opportunities for career growth within a large organization in the financial services industry. Comprehensive benefits, including health insurance and retirement plans. Positive and professional work environment in a prime Hong Kong location. Access to ongoing training and development programs to enhance skills and expertise. If you are a dedicated professional looking to excel in private wealth management, apply today for this exciting opportunity in Hong Kong #J-18808-Ljbffr
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Client Relationship Manager
7 days ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeAbout Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Relationship Manager Assistant
3 days ago
Hong Kong Island, Hong Kong SAR China PI Business Consulting Limited Full timeRelationship Manager Assistant (Private Wealth) Assist Private Wealth Relationship Manager to manage client relationships and provide quality service. Be responsible for the HNW client services, including account opening, maintenance and other related tasks. Work on ad hoc projects and tasks assigned by the management. Qualifications Bachelor's degree or...
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Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Ping An Bank Company Ltd. Full timeRelationship Manager - Private Wealth Management Promote full range of wealth management products and services to high-net-worth customers; Solicit new businesses and cultivate long-term relationship with customers for further business opportunities; Handle enquiries and provide professional total wealth management solutions to customers; Provide quality...
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Senior Private Wealth Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Ping An Bank Company Ltd. Full timeA leading financial institution located in Hong Kong is looking for a Relationship Manager in Private Wealth Management. The ideal candidate will have 5-8 years of sales experience in wealth products and hold relevant licenses. Responsibilities include promoting a full range of wealth management products to high-net-worth clients and providing tailored...
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Hong Kong Island, Hong Kong SAR China SearchAsia Hong Kong Full timeA leading wealth management firm in Hong Kong is seeking a dedicated professional to build long-term client relationships and provide personalized investment strategies. The ideal candidate will have over 3 years of experience in wealth management or private banking and a strong understanding of investment products and financial planning. This role...
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Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China CMB International Capital Corporation Limited Full timeRelationship Manager - Private Wealth Management Department Location: Central, Central and Western District, HK Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on...
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hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full timeRelationship Manager, Private Wealth Management (Ref. No.: 27050) Our client, a Leading Bank, is looking for high-caliber person to fill the position. Job Duties Promote full range of wealth management products and services to high-net-worth customers Solicit new businesses and cultivate long-term relationship with customers for further business...
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Senior Private Wealth Relationship Manager
3 days ago
hong kong, Hong Kong SAR China Eddid Securities & Futures Limited Full timeA leading financial services firm in Hong Kong is seeking a Wealth Management Consultant. The role involves developing high-net-worth clients and providing expert wealth management advice while maintaining strong client relationships. Ideal candidates will possess a Bachelor's degree in Finance or Economics and have at least 3 years of experience in private...
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Head of Sales, Private Banking
3 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...
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Private Wealth Relationship Manager — Growth
3 days ago
hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full timeA leading bank in Hong Kong is seeking a Relationship Manager for Private Wealth Management. The role involves promoting a full range of wealth management products to high-net-worth clients and building long-term relationships. Candidates should have over 3 years of wealth management experience, preferably with relevant licenses. Strong communication skills...