Relationship Manager - Private Wealth Management

Job Responsibilities:
 

• Promote full range of wealth management products and services to high-net-worth customers;
• Solicit new businesses and cultivate long-term relationship with customers for further business opportunities;
• Handle enquiries and provide professional total wealth management solutions to customers;
• Provide quality services and understand customers’ financial needs.

Job Requirements:

• University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics;
• Minimum 3 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