Relationship Manager, Private Wealth Management

4 days ago


hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full time

Relationship 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 opportunities Maximize client assets and revenues from its AUM (Asset Under Management) Conduct account opening and documentation Provide support to the marketing and prospecting of business Responsible for complying with regulatory compliance as set out by relevant authorities Job Requirements Degree holder in Finance, Economic, Business or relevant disciplines preferred Over 3 years wealth management banking experience Holder of SFC Type 1 and Type 4 licenses Holder of IIQE Paper I and III licenses Good knowledge in wealth management products including a broad range of insurance products Self-initiative and a strong team player Good communication and interpersonal skills Fluent in Putonghua, English and Cantonese #J-18808-Ljbffr



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