Relationship Manager, Private Wealth Management

Responsibilities:

• Manage relationship and develop business with private wealth clients
• Provide professional services and recommendations on investment and trading
• Develop relationship with affiliated branches for business referral opportunities
• Roadshow our wealth management platform and value propositions
• Generate revenue from client investment activities
• Develop new business opportunities

Requirements:

• Bachelor Degree in Finance or Business Administration, or related disciplines
• At least 5 years of relevant experience in banking or other financial institutions is required; more experienced candidates can be considered senior positions
• Good knowledge of wealth management products and SFC licence required
• Able to work well with others as a team
• Chinese writing and Mandarin speaking is a must