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Relationship Manager, Private Banking
2 months ago
Our company, Global Executive Consultants Ltd., is seeking a highly skilled professional to fill the position of Client Relationship Specialist, Wealth Management.
Key Responsibilities
- Assist in the onboarding of high-net-worth clients, introducing them to our wealth management services, and facilitating credit approvals and due diligence processes.
- Provide exceptional customer service, responding to client inquiries, and monitoring their account transactions to ensure seamless experience.
- Develop and maintain strong relationships with clients, gaining their trust and delivering tailored solutions to meet their financial needs.
- Support Relationship Managers in maintaining client relationships, ensuring timely communication, and resolving any issues that may arise.
- Act as the primary point of contact for clients, handling instructions, monitoring fund payments, and preparing loan disbursement instructions.
Requirements
- Degree in Business, Finance, or a related field.
- Minimum 4 years of experience in private banking or wealth management, with a strong background in building client relationships.
- Qualification to carry out investment-regulated activities (Types 1 and 4) under the Securities and Futures Ordinance (SFO) is mandatory.
- Excellent communication and interpersonal skills, with a customer-focused approach.
- Proficiency in written and spoken English and Chinese, with fluency in Putonghua required.
- Lesser experience may be considered for the role of Assistant Relationship Manager.
