Relationship Manager, Private Banking Relationship Manager, Private Banking …

WallStone Partners & Company Limited
à Hong Kong
CDI, Plein-temps
Dernière candidature, 03 nov. 20
60000 or above
WallStone Partners & Company Limited
à Hong Kong
CDI, Plein-temps
Dernière candidature, 03 nov. 20
60000 or above
Diffusée par:
Steve Law • Recruiter
Diffusée par:
Steve Law
Recruiter
Job Highlights - Private Banking - Relationship Manager - Wealth Management

Job Description

You will be responsible for identifying, originating and developing client relationships with high net worth clients on an ongoing basis to achieve the business strategies stipulated by the company

 

***Retail Banking candidates are welcome with proven sales track record***

 

Responsibilities:

  • Develop and maintain long-term relationship with high net worth/ ultra-high net worth clients
  • Advice on tailor-made solutions to meet client's requirements and collaborate with internal teams in the creation of wealth planning solutions
  • Monitor client's portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client's risk profile and wealth management needs
  • Bring-in AUM is preferable

 

Requirements:

  • Bachelor’s Degree in Business or related disciplines
  • Preferably a minimum of 3 years’ experience in wealth management and private banking, serving HNW/ UHNW customers
  • Customer-focused, with excellent communication and interpersonal skills
  • Valid License holder of HKSI 1,7 and 8 and IIQE 1, 3
  • Proficiency in both Cantonese and English, Mandarin would be an advantage
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