Relationship Manager – Wealth Management
9 hours ago
Relationship Manager – Wealth Management To deepen existing client relationships and acquire new clients through own network. To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition. To match clients’ needs with effective and comprehensive product solutions. To successfully constitute clients’ portfolios and closely monitor their positions along with the market trends. To ensure high levels of client satisfaction by matching the frequency and intensity of contact with clients’ preference, which requires frequent travels between HK and TW mainly. Requirements Bachelor degree or above, in relation to banking industry or financial fields. HKMA/SFC/IA for Regulated Activity Type 1 and Type 4 and IIQE Paper 1 & 3 is required. Relevant working experience for more than 5 years with CPWP, CFP is preferable. Data from employment applications will be kept confidential and used only for the purpose of selection. Applications not contacted within 2 months may be considered unsuccessful. Our Bank will retain the applications for a maximum of 12 months for future suitable openings. Interested parties please send your FULL RESUME with present & expected salary to Manager, Human Resource Taishin International Bank, Hong Kong Branch 6/F, Tower 5, The Gateway, 15 Canton Road, Tsimshatsui. Unlock job insights Your application will include the following questions: How many years' experience do you have as a Wealth Management Relationship Manager? Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? Which of the following languages are you fluent in? How much notice are you required to give your current employer? Are you looking for career and growth opportunity? TAISHIN INTERNATIONAL BANK Hong Kong branch (Incorporated in Taiwan, with limited liability) was inaugurated on June 25, 2003. Its headquarter, Taishin International Bank was established in Taiwan since 1992 and it is also a subsidiary of Taishin Financial Holdings. Winning customers' recognition and society's trust has always been the goal of Taishin Financial Holdings. As a leading financial institution, Taishin recognizes the foundation of success is to maintain consistent and steady growth together with our customers through innovative and excel services. At strategic level, based on the core values of “Integrity, Commitment, Innovation and Collaboration”, Taishin is committed to strengthen its competitiveness through recruiting and providing extensive training for top‑tier financial professionals, which will allow Taishin extend into Asia Pacific region given the improvement on cross‑strait relations. To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage. #J-18808-Ljbffr
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WorkFromHome, Hong Kong SAR China Taishin International Bank Co Ltd Full timeA prominent financial institution in Hong Kong is seeking a Relationship Manager in Wealth Management. The successful candidate will deepen client relationships, acquire new clients, and provide valuable market insights. Requirements include a bachelor's degree in banking or finance, over 5 years of relevant experience, and necessary regulatory...
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