Assistant Relationship Manager and Relationship Manager- Private Banking
by Ron Lau in Banking & Financial Services
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
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