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Introduction:

Our client is a well- known financial services group and is currently seeking Assistant Relationship Manager an Relationship Manager to join their team.

Responsibilities:

Responsibilities:

• Develop and maintain customer relationships within the high-net worth segment
• Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite
• Promote full range of wealth management products and services to high-net worth clients and executing transactions on a timely and effective manner
• Conduct regular reviews on investment portfolios with clients
• Develop and maintain relationship with business partners and assist in the development of marketing and business - related projects
• Perform tasks in accordance with regulatory and compliance requirements

Requirements:

Requirements:

• University degree in Business Administration or related disciplines with professional qualifications such as CPWP is an advantage
• Minimum 4 years of sales experience in wealth products
• Strong banking and investment products is a must
• Excellent work attitude, relationship building and communication skills
• Possess recognized insurance and securities licenses e.g. IIQE Papers 1-3 & 5 and HKSI LE Papers 1, 7 & 8
• Fluent in Putonghua and competent in written and spoken English and Cantonese