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.
Job has Expired
Get similar jobs like these by email
By submitting your details you agree to our Privacy Policy
Consultant
Share this job
Similar jobs
-
Head of Banking Segment Management
-
Business Continuity - Risk Management
-
Product Manager, Mortgage & Secured Loans (Bank)
-
Branch Operations Manager - Banking
-
Branch Operations Manager - Banking
-
(Assistant) Segment Acquisition Manager (Bank)
-
Senior Risk Manager - Fintech Company
-
Associate Director - Compliance Manager (Securities)
-
Card & Payment Merchant Business Manager (Bank)
-
Director of Capital Market
-
Director of Capital Market
-
Director of Capital Market