Relationship Manager- Wealth Management

by Varsha Mankani in Banking & Financial Services    26th May, 2020       Hong Kong, Hong Kong, Hong Kong SAR

Relationship Manager- Wealth Management

Introduction:

Our client is a highly well-established financial services company with a wide presence in the APAC region. We are now looking for a Relationship Manager who will be responsible for managing his/her network of HNIs and promote a diversified range of financial products to clients.

Responsibilities:

  • Explore opportunities and promote financial products to both existing as well as new clients.
  • Meet business targets in revenue and AUM
  • Present a wide range of financial products to clients (investments related as well as insurance)
  • Work with the product team to device new products as per clients’ needs.
  • Keep updated with latest financial news, product offerings, rules and regulations
  • Participate in ad hoc tasks as assigned.

Requirements:

  • Degree holder
  • Possesses IIQE Papers 1, 3, 5 and Type 1 and 4 licenses
  • Minimum 2 years of experience in the financial services industry with existing client network
  • Sales and revenue oriented, outgoing, presentable, energetic
  • Native in Cantonese or Mandarin
  • Well versed with financial products (not necessarily both Insurance + Investments products, as training will be provided)
  • Familiar with MS Office

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