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 5 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