Wealth Management Relationship Specialist

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China ACCA Careers Full time

Company Overview

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  • We work with top-tier Chinese private banks, mid-scale private banks, and EAM clients.

Job Responsibilities

  • Build and maintain strong business relationships with Private Banking clients.
  • Develop and implement tailored banking solutions to meet clients' needs.
  • Monitor and manage clients' portfolios to achieve optimal returns.
  • Analyze market trends and provide actionable insights to clients.
  • Collaborate with internal teams to ensure seamless execution of trading orders.

Key Requirements

  • Relevant degree in finance, economics, or a related field.
  • At least 3 years of experience in private banking or wealth management.
  • Excellent communication and interpersonal skills.
  • Proficiency in English and Mandarin languages.
  • Professional certifications such as ECF-RWM, CPWP, CFMP, FRM, CPA, and CB are an asset.


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