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.:

27158

Date:

10/01/2025

Job Category:

Banking

Salary:

$Neg.

Qualification:

Degree

Apply Email:

[email protected]

Apply Now