Private Wealth Management Relationship Manager (HK$50K - $60K) (Ref. No.: 27158)
Our client, a Leading Investment Bank Group is looking for high-caliber person to fill the position
Job Duties
- Develop wealth management business and provide financial solution to China Based High-net-worth Private Wealth Management Clients
- Manage wealth management and investment portfolios for China Based High-net-worth Clients
- Acquire new clients and generate sales revenue by conducting sales activities for wealth management business
- Promote and market wide range of wealth management products coverage including Mutual Fund, Structured Products, FX, Equities, Bonds, Deposit and Equities Products
- Solicit new business opportunities for providing the Private Bank’s wealth management products selection and services to high net worth clients
- Strengthen existing customer relationships by providing investment advice and delivering exclusive premium customer services
Job Requirements
- University Degree holder or in Marketing or Business related disciplines
- Good connection with China Based high net worth clients in private banking / prestigious banking sectors.
- Experience in serving China Based high net worth clients for providing wealth management products selection and services in PB Business coming from Retail Banks OR from Private Banks
- Manage a portfolio of high net worth clients in Mainland China
- Solid experience in mutual funds, structured products, securities financing, Insurance of wealth management from Banks
- Aggressive, energetic, mature, self-motivated, independent with strong team leadership
- Excellent presentation, communication and interpersonal skills
- Excellent command of spoken and written Chinese and English including Cantonese and good Putonghua
- Job No.:
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27158
- Date:
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10/01/2025
- 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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