Wealth Manager, Private Client Services

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
Role Description
About Dah Sing Group

The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our values include caring, teamwork and progressiveness, and we strive to create a work environment where everyone can grow and thrive.


As a Relationship Manager, Private Banking, you will report to the Deputy Regional Head and be responsible for building and maintaining relationships with high net worth individuals and families, providing tailored banking services and solutions to meet their needs.


Key Responsibilities:

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions based on their circumstances and risk appetite
  • Provide banking services and execute transactions for clients in a timely and effective manner
  • Monitor clients' portfolios and provide timely updates as needed
  • Perform regular reviews with clients to reassess their risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationships with business partners and assist in the development of marketing and business-related projects


Requirements:

  • Degree holder with CPWP is a plus
  • Minimum 4 years of relevant working experience in the banking industry or investment business serving high net worth customers
  • Solid knowledge of a wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional licensing qualifications on 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)


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