Relationship Manager (Consumer Financial Services / Retail banking)

Responsibilities

• Serve and provide wealth management services to high net worth customers
• Promote various investment products to meet business targets
• Provide marketing support to branch staff

Requirements

• University degree in Finance, Economics or related disciplines
• Minimum 5 years’ experience in handling affluent customers
• Pass in HKSI and IIQE Licensing Examinations
• Preferably with CFA or CFP qualifications
• Possess qualifications of ECF-RWM would be an advantage
• Strong sales driven and result-oriented
• Proficiency in both written and spoken English, Chinese and Putonghua