Relationship Manager – Wealth Management

Job Descriptions:

• To deepen existing client relationships and acquire new clients through own network

• To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition

• To match clients’ needs with effective and comprehensive product solutions

• To successfully constitute clients’ portfolios and closely monitor their positions along with the market trends

• To ensure high levels of client satisfaction by matching the frequency and intensity of contact with clients’ preference, which requires frequent travels between HK and TW mainly

Requirements:

• Bachelor degree or above, in relation to banking industry or financial fields

• HKMA/SFC/IA for Regulated Activity Type 1 and Type 4 and IIQE Paper 1 & 3 is required

• Relevant working experience for more than 5 years with CPWP, CFP is preferable

• This position is in scope for the Mandatory Reference Checking Scheme. For the details of the scheme, please refer to the website from The Hong Kong Association of Banks: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2