Wealth Management Relationship Manager
1 month ago
We are seeking a skilled Wealth Management Relationship Manager to join our team in Hong Kong.
About the RoleThis is a full-time salaried position that requires at least 8 years of professional experience successfully advising High Net Worth Clients. The ideal candidate will have a proven track record in acquisition success and extensive product and investment knowledge.
Key Responsibilities- Provide advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs.
- Be the brand ambassador for the bank to the clients.
- Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements.
- Follow and adhere to the bank's code of ethics and the Cross Border regulations.
- Assist in other ad-hoc projects and client related matters.
- Deputizing other RMs on ad-hoc basis (if necessary).
- Minimum 8 years' professional experience successfully advising High Net Worth Clients.
- Proven track record in acquisition success and extensive product and investment knowledge.
- Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills.
- Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework.
- Fluency in English and relevant local language skills subject to the respective country teams.
- Strong client acquisition, retention and business development skills.
- CACS Paper 1 and 2.
- A competitive salary HKD $800,000 - $1,200,000 per annum, commensurate with experience.
- Leaders who support your development through coaching and managing opportunities.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to building close relationships with the business.
- Access to a variety of job opportunities across business and geographies.
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