Responsibilities:
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Provide full range of wealth management services to a designated portfolio of high-net-worth customer, for example, promote investment and insurance products to fulfill customers’ needs
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Expand the existing client base by exploring potential customers in the market
Requirements:
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Degree holder or above, with minimum 5 years' experience in handling investment portfolio of affluent customers
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Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required (Qualified under SFO for handling Regulated Activities Types 1 & 4)
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Professional qualification of ARWP is an advantage
Candidates with more experience will be considered as Senior Customer Relationship Manager.