Financial Services Manager
1 week ago
We are seeking a highly skilled Financial Services Manager to join our Private Banking team in Hong Kong. This is a challenging role that requires strong leadership and business development skills.
About the Role- Main Responsibilities:
- Develop and execute individual business plans to achieve client acquisition, business referral, and portfolio growth.
- Manage high net worth individuals' portfolios and establish long-term relationships.
- Collaborate with investment consultants and other business partners to deliver tailored solutions.
- Ensure all work activities comply with company policies and regulatory standards.
- University graduate or additional professional qualifications in Finance or Investment.
- At least 3 years of experience in serving private banking clients.
- Strong negotiation, communication, organizational, analytical, customer service, and problem-solving skills.
- Consultative selling, robust business development, and prospecting skills.
- Proactive networking, client following ability, and long-term partnership aspiration.
- Agile and flexible to adapt to changing market conditions.
- Strong knowledge of investment products, financial industry topics, trends, and related issues.
- Ability to manage client books in a compliant manner.
- Good command of both verbal and written English and Chinese languages.
This role offers a competitive salary range of HKD $500,000 - HKD $800,000 per annum, depending on experience, plus benefits such as performance bonuses, retirement plans, and career development opportunities.
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