Relationship Manager, Private Wealth Management (Ref. No.: 27050)

Our client, a Leading Bank, is looking for high-caliber person to fill the position.

工作职责

Promote full range of wealth management products and services to high-net-worth customers
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Maximize client assets and revenues from its AUM (Asset Under Management)
Conduct account opening and documentation
Provide support to the marketing and prospecting of business
Responsible for complying with regulatory compliance as set out by relevant authorities

工作要求

Degree holder in Finance, Economic, Business or relevant disciplines preferred
Over 3 years wealth management banking experience
Holder of SFC Type 1 and Type 4 licenses
Holder of IIQE Paper I and III licenses
Good knowledge in wealth management products including a broad range of insurance products
Self-initiative and a strong team player
Good communication and interpersonal skills
Fluent in Putonghua, English and Cantonese
Proficient in MS Office applications