Private Wealth Management, Relationship Manager

Job Title: Private Wealth Management, Relationship Manager
Contract Type: Permanent
Location: Central
Industry: Financial Services
Reference: 53557_1683257701
Contact Name: Sophia Liang
Contact Email:

Job Description

Job Description:

  • Developing Premier customer base and establishing long term relationships with HNW clients.
  • Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.

Job Requirments:

  • University degree in Finance, Economics or related disciplines
  • Minimum 4 years' experience in handling affluent customers
  • Pass in HKSI 1, 7 & 8 and IIQE 1, 2, 3, & 5 Licensing Examinations
  • Strong sales driven and result-oriented
  • Proficiency in both written and spoken English, Chinese and Putonghua
  • You will have an advantage if you are/ have
    • Possessed CFA / CFP / ECF-RWM qualifications

Click "Apply Now" to apply for this position or call Sophia Liang at +852 3180 4960 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.