Relationship Manager (Private Banking & Wealth Management Department)

Job Description

• Developing and managing portfolio of high net worth customers by providing tailored wealth management solutions
• Actively explore and identify business opportunities with resources given
• Build strong and trustworthy relationships with existing and new customers

Requirements

• Degree holder in Business Administration, Finance or related discipline
• Minimum 3 years' solid experience in serving high net worth customers and portfolio management
• Qualifications in IIQAS and HKSI
• Strong interpersonal skills
• Fluency in English and Cantonese, Putonghua will be an advantage
• Qualification in ECF is preferred