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

Anywhere Everywhere Six Degrees Link Limited
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 06 août 20
Negotiable Basic + Bonus + Commission
Anywhere Everywhere Six Degrees Link Limited
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 06 août 20
Negotiable Basic + Bonus + Commission
Our clients, International Securities Firm / Global EAM Platform / Local Banking, they are looking inviting a Relationship Manager with strong AUM or relationship with UHNW clients

Responsibilities :

  • Develop and maintain long-term relationship with high net worth clients
  • Acquire new Ultra High Net Worth Individuals and business opportunities through cross-selling, referral and personal business connections.
  • Monitor clients’ portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business-related projects

 

 Requirements : 

  • Degree holder or above in any discipline
  • Minimum 2 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent 
  • Good command of both written and spoken English and Chinese ( including Cantonese and Mandarin )

 

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