Connecting...

Banner Default Image

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: sophia.liang@kos-intl.com

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.

Apply for this Job
Save this job

Get similar jobs like these by email

By submitting your details you agree to our Privacy Policy

Share this job

Similar jobs