Relationship Manager, Private Wealth Management (HK$45K - $70K) (Ref. No.: 26457)
Our client, a Leading Bank, is looking for high-caliber person to fill the position.
Job Duties
- Develop and manage a portfolio of Private Banking/Private Wealth Management clients
- Provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
- Define target market, analyze client needs and suggest scope of product enhancement
- Initiate and implement marketing strategies to promote a full range of investment and insurance products through a proactive & professional approach in achieving the business sales targets of the bank
- Manage the credit quality and monitor the exposure of customers’ loan portfolios
- Work on ad hoc projects and tasks assigned by management
Job Requirements
- Degree holder or above with major in Business Administration, Economics, Finance, Marketing or related disciplines
- At least 3-5 years of relevant experience in private banking, wealth management and/or retail banking premier sector
- Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage
- Qualifications in IIQE and HKSI is a must and CPWP is an advantage
- Independent, ability to work under pressure to meet tight schedule and sensitive to market changes with a proactive approach to drive business growth
- Good PC skills (Microsoft Word, Excel & PowerPoint)
- Good command of written and spoken English & Chinese (including Putonghua)
- Promising candidates with more experience will be considered for senior positions
- Job No.:
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26457
- Date:
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31/10/2023
- Job Category:
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Banking
- Salary:
-
$Neg.
- Qualification:
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Degree
- Apply Email:
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[email protected]
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