We are partnering with a number of leading private wealth management platforms with well-performed track record and a strong client database. As part of the business's development and growth, they are looking for Relationship Manager to create additional growth and revenue to the company.
- Acquire and grow high net worth individual customer base in Hong Kong, China and overseas through networking and business referrals
- Build and maintain business relationships with the portfolio of wealth management customers
- Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets
- Provide investment advice and deliver premium wealth management solutions and service to customers based on their investment needs and objectives
- Perform investment portfolio analysis monitoring the performance and provide recommendation for portfolio re-allocation to customers
- Work closely with Product Specialist Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers
- Participate in marketing and promotion events including seminars etc.
- University degree in Business Administration or a related discipline,
- Minimum of 3 years of banking experience preferably with private banking and wealth management with solid knowledge of investment products
- Customer oriented with dedication to deliver quality services to customers
- Strong communication and interpersonal skills with the ability to communicate with all levels of stakeholders
- Excellent command in spoken and written English and Chinese, fluency in Mandarin