Relationship Manager Private Wealth Management Relationship Manager Private Wealth Management …

Lake Street Executive Search
à Hong Kong
CDI, Plein-temps
Dernière candidature, 19 sept. 20
Competitive
Lake Street Executive Search
à Hong Kong
CDI, Plein-temps
Dernière candidature, 19 sept. 20
Competitive
Our Client is a HK listed Securities firm, which is also a Top 5 Chinese-based Financial Institution in Hong Kong. They are currently looking for a Relationship Manager in Private Wealth Management.

Jobs Responsibilities

  • Originate, develop and maintain client relationships within the high net worth segment
  • Continuously develop relationships with a portfolio of clients
  • Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite
  • Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
  • Exploring new business opportunities with prospective customers through networks

 

Jobs Requirements

  • Degree holder with CPWP is a plus
  • 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
  • Sound knowledge in wealth mangement products
  • Strong interpersonal and presentation skills
  • Proactive, mature, independent, customer-oriented
  • With PWMA qualification will be preferred
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