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Relationship Manager - Private Wealth Mgt

Date:04 Jun 2018Email this jobEmail this job
Location:Hong Kong
Salary:1 - 1
885216
Hong Kong


Our client is one of Asia’s leading banking corporations with full service commercial bank offering a wide array of financial services.


  • Provide financial planning solutions especially on saving, life and investment insurance protections to wealth management clients
  • Responsible for the acquisition and relationship management of personal high net worth clients
  • Provide a broad range of banking and investment products and assist clients in portfolio planning to meet their financial needs
  • Provide updated financial market information, professional advice and quality services to clients
  • Assist the Head of Private Wealth Management to develop and implement Bancassurance business
  • Work closely and maintain a good relationship with other departments in the bank
  • Fulfill annual sales targets

  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the mainland Chinese market a definite advantage
  • Holder of SFC Type 1 and Type 4 licenses
  • Holder of IIQE Paper I and III licenses
  • Good knowledge in wealth management products including a broad range of insurance products
  • Self-initiative and a strong team player
  • Good communication and interpersonal skills
  • Fluent in Putonghua, English and Cantonese
  • Proficient in MS Office applications
  • Frequent travel to mainland China is required
  • Those who have strong network in Mainland China is highly preferred
  • Certified Private Wealth Professional (CPWP) certification is preferred

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