Relationship Manager, Wealth Management, China & Taiwan (HK$45K - $60K)
Our client, a Leading Banking Group is looking for high-caliber person to fill the position
Job Duties
- Develop wealth management business strategies and marketing plans as well as financial channel to Offshore Banking Clients in China and Taiwan
- Manage wealth management and investment portfolios for high net worth clients
- Acquire new clients and generate sales revenue by conducting sales activities for wealth management business
- Promote and market wide range of wealth management products coverage including Mutual Fund, Structured Products, FX, Equities, Bonds, Deposit and Equities Products etc
- Solicit new business opportunities for providing the wealth management products selection and services to high net worth clients
- Strengthen existing customer relationships by providing investment advice and delivering exclusive premium customer services
Job Requirements
- University degree holder
- Fluent spoken in Mandarin is a MUST and 閩南語is an advantage
- Sales driven and good connection with high net worth clients in Taiwan markets with Banks in Hong Kong
- Experience in serving high net worth clients for providing Offshore wealth management products selection and services in Banks is a MUST
- Manage a portfolio of high net worth clients in Taiwan and Mainland China
- HKSI and IIQE License Requirement
- Sound knowledge in wealth management and investment products
- Excellent communication, interpersonal, presentation and sales skills
- Able to exercise judgment, work under great pressure and liaise effectively with the various business units and supporting units
- Excellent command of spoken and written Chinese and English including Cantonese and Putonghua
- Job No.:
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27345
- Date:
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26/06/2025
- Job Category:
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Banking
- Salary:
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$Neg.
- Qualification:
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Degree
- Apply Email:
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[email protected]
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