Wealth Management Relationship Manager

Job Responsibilities:

• Provide the full suite of wealth management and banking services to clients
• Explore and develop long-term banking relationships with clients
• Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Appropriately map and provide suitable investment products & services to meeting existing and prospective clients’ needs, including but not limited to the provision of investment, insurance and other bank products
• Ensure all work activities are adhered to compliance requirements as defined in bank policies and procedures and regulatory requirements

Job Requirements:

• Degree holder of Business, Finance or related discipline
• Minimum 5 years’ relevant experience in banking with at least 3 years of wealth management experience
• Qualified individual to carry out regulated activities (Type 1)
• Fluent in both spoken and written English and Mandarin