Relationship Manager-Private Wealth Management/Private Bank Relationship Manager-Private Wealth  …

Bo Le Associates Ltd
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 17 juil. 19
Negotiable
Bo Le Associates Ltd
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 17 juil. 19
Negotiable
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.

Responsibilities

  • 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.

Requirements

  • 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
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