High Net Worth Client Relationship Manager
1 month ago
The Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking and insurance services through its extensive network of branches in Hong Kong, Macau, and Mainland China.
Our core values are centered around caring, teamwork, and progressiveness. We recognize the uniqueness of each individual and their capacity for growth, fostering an environment where everyone can thrive and be themselves.
Reporting to Deputy Regional Head:
You will identify, originate, and develop client relationships with high net worth individuals or families on an ongoing basis to achieve business strategies set by the bank.
Key Responsibilities:- Originate, develop, and maintain client relationships within the high net worth segment.
- Understand clients' wealth management needs and formulate solutions tailored to their circumstances and risk appetite.
- Provide banking services and execute transactions efficiently and effectively for clients.
- Monitor clients' portfolios and provide timely updates as necessary.
- Conduct regular reviews with clients to reassess their risk profile, wealth management needs, and customer details.
- Establish and maintain relationships with business partners and contribute to marketing and business-related projects.
- Perform tasks in accordance with regulatory and compliance requirements.
- Degree holder with CPWP preferred.
- Minimum 4 years of experience in banking industry or investment business serving high net worth customers.
- In-depth knowledge of various banking and investment products.
- Excellent selling, relationship building, and interpersonal skills.
- Strong self-initiative and ability to work under pressure.
- Professional licensing qualifications in HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent.
- Good command of both written and spoken English and Chinese (including Cantonese and Putonghua).
Estimated Salary: HKD 80,000 - 120,000 per annum.
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