Relationship Manager, Wealth Management
1 week ago
A reputable China-based Bank in Hong Kong is looking for a sales-driven Relationship Manager, responsible for providing Wealth Management Solutions to Personal Clients. Responsibilities Champion the one-stop personalbanking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevantand suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products Influence and facilitate working-partners to refer and cross-offerpotential business opportunities for sustainable business growth Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team Educate and train juniors, if needed Coordinate in-branch and off-site marketing and promotion activities, if needed Requirements University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM will be preferred Holders of CB Professional Qualifications and/or Awards will be preferred Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth Highly agile in learning, adapting to ever-changing business environment, and with strong ability tocope with fast, dynamic pace Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers Proactive, mature, independent, customer-focused, and pleasant Good command of both verbal and written English and Chinese, Putonghua a definite plus Less experience will be considered as Deputy Relationship Manager, Wealth Management #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...
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Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeRelationship Manager – Chinese Clients (ARK Hong Kong / Noah Holdings) Location: Hong Kong SAR Employment Type: Full-time, On-site Company Overview ARK Hong Kong operates under Noah Holdings Limited (“Noah”), a leading independent wealth management and asset management group listed on both the Hong Kong Stock Exchange (6686.HK) and the New York Stock...
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Private Wealth Manager
4 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeAbout Ark Wealth Management & Noah Holdings We specialize in offering bespoke financial solutions and wealth management services to high-net-worth individuals and families across the globe. As part of Noah Holdings, a leading wealth and asset management platform, we bring unparalleled expertise and resources to meet the complex needs of our clients. With a...
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Private Wealth Management VP/SVP
6 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDirect message the job poster from ARK Wealth Management-NOAH Responsibilities Acquire full range of product knowledge and continuous updates Keep learning of global investment market, especially private banking sector Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them Handle client’s relationship from...
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Hong Kong Island, Hong Kong SAR China Delftware Capital Management (HK) Ltd Full timeSenior Relationship Manager – Wealth Management Deliver customised wealth management solutions to help clients achieve their financial objectives. Leverage your established client network to identify wealth needs and provide value-driven advisory services. Manage and expand clients’ investment portfolios through strategic asset allocation and financial...
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Hong Kong Island, Hong Kong SAR China Delftware Capital Management (HK) Limited Full timeSenior Relationship Manager – Wealth Management 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Delftware | Hong Kong Licensed Corporation (Type 1, 4 & 9) Delftware is a Hong Kong–based licensed corporation holding SFC Type 1, 4, and 9 licenses. We are authorised to conduct regulated activities...
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Hong Kong Island, Hong Kong SAR China Olive Asset Management Full timeA wealth management firm in Hong Kong seeks an experienced Relationship Manager to develop and manage High-Net-Worth clients. This role involves independent client acquisition and delivering comprehensive wealth management solutions. Candidates should have a minimum of 3 years' experience in private banking, deep knowledge of trust and insurance, and...
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Relationship Manager, Wealth Management
2 days ago
hong kong, Hong Kong SAR China Wing Fung Financial Group Limited Full timeResponsibilities Develop customer relationships and explore business opportunities within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk...
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Relationship Manager
6 days ago
Hong Kong Island, Hong Kong SAR China Osmium Consulting Group Limited Full timeRelationship Manager ( Private Wealth Management ) Build and maintain strong relationships with clients, ensuring a deep understanding of their financial needs and objectives. Conduct regular client meetings to review financial performance and recommend adjustments as necessary. Develop customized investment strategies and financial plans tailored to...
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Wealth Management Relationship Manager
6 days ago
Hong Kong Island, Hong Kong SAR China Leadingnation Full timeA leading investment firm in Hong Kong is seeking talented individuals to join their wealth management team. Responsibilities include developing high-net-worth clients, maintaining client relationships, and providing market updates on financial products. The ideal candidate should have a bachelor's degree in Finance or Economics, with at least 3 years of...
