Relationship Manager, Wealth Management (Cross-border Clients)

Responsibilities:

• Manage and develop wealth management individual clients' portfolio and be able to achieve sales KPI and net growth in sales revenue, cross-selling and prospecting of business for wealth management's individual clients.
• Be able to liaise with our Branches in Mainland China and develop personal banking clients' relationship from our Corporate Banking Business Line.
• Provide updated market information to clients, including clients' requests and instructions directly, i.e. trade processing and operational issues.
• Working closely with internal departments in monitoring the entire trade processing, including system input, settlement arrangement, client's confirmation and remittance, etc. Maintain proper documentation such as KYC, filing etc.
• Co-ordinate the business development or promotional projects as assigned.

Requirements:

• Degree holder or above with major in Finance or related discipline.
• At least 5 years' sales working experience in front offices of Retail Banking.
• Passed in HKSI Paper 1, 7, 8 and IIQE Paper 1 & 3.
• Good understanding of investment and insurance products is an advantage.
• Organized and diligent with outstanding communication and interpersonal skills at all levels.
• Fluent in written and spoken Mandarin, Cantonese and English is essential.