Relationship Manager

  • Negotiable
  • Hong Kong
  • CDI, Plein-temps
  • Quam Securities Company Limited
  • 07 sept. 17

Relationship Manager

Responsibilities:

 

  • Proactively build and maintain business relationship with High-net-worth individuals as well as provide Wealth Management & Portfolio Advices
  • Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers’ relationships and providing differentiated service
  • Manage and monitor client accounts on an ongoing basis by matching our financial and investment product solutions to their needs
  • Work closely with Products teams to ensure the continued viability of client objectives and to ensure coordination of overall strategies and needs
  • Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities

 

Requirements:

 

  • Preferably a Degree holder or equivalent
  • Possess qualifications under SFC for marketing investment products
  • Minimum 5 years of relevant brokerage and banking experiences in serving high net worth individual customers in retail bank or private bank
  • Familiar with KYC and account documentation with knowledge of wealth management products
  • Good knowledge in risk assessment and credit analysis
  • Mature, independent and business oriented, with the ability to work effectively under pressure
  • Good command of written and spoken English and Chinese (including Putonghua)

 

 

We offer attractive salary, benefits and 5-day workweek to the successful applicant.  Please send your resume with present and expected salary to the Group Human Resources Manager. (Please quote the job reference number on the email subject line.)

 

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