Wealth Management Relationship Specialist
3 days ago
Company Overview
">- 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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