Assistant Relationship Manager - Private Wealth Management

Job Responsibilities:

• Dealing with on boarding process for new-to bank and existing clients including a/c opening , due diligence and review process;
• Proactive clients service management including regular clients contact on market updates , financial and non-financial service enquiry , orders execution etc;
• Continuously Identifying and exploring business opportunities with accomplishment of revenue and growth targets;
• Assist PB to provide high quality portfolio management service to meet clients needs though  diverse range of products and services.

Job Requirements:

• University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics；
• 1-2 years of sales experience in wealth products;
• Possess recognized insurance and securities licenses;
• Relevant Enhanced Competency Framework (ECF) qualification is preferable;
• Strong banking products knowledge is a must;
• Proactive with excellent communication skills;
• Self-motivated, customer oriented and able to work under pressure;
• Proficient in both spoken and written English and Chinese, Putonghua is preferred