Relationship Manager

Responsibilities:

• Identify and deeply analyze the needs of high-net-worth (HNW) clients, providing professional wealth management and investment services (Insurance, structured products, funds, equities, bonds etc) and designing feasible, tailored solutions based on their needs and objectives.
• Collaborate closely with Product and Investment teams to ensure the viability of investment portfolios for the achievement of investment objectives of customers.
• Drive client acquisition through professional networks and strategic business development.
• Perform investment portfolio analysis and provide re-allocation recommendation.
• Enhance existing clients’ portfolios through offering suitable wealth management solutions within our diversified range of products in international private banking platform.
• Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets.
• Travel may be required based on business needs.

Requirements:

• Preferably a bachelor’s degree or above.
• Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking.
• Familiar with KYC and account documentation with knowledge of wealth management products.
• Holder of SFC license for Types 1,4,9 regulated activity is a must.
• Good knowledge in insurance products, structured products, funds, equities, bonds and other wealth management products.
• Excellent communication skills with the ability to effectively engage and connect with clients from Mainland China backgrounds.
• Mature, independent, and business oriented, with the ability to work effectively under pressure.
• Self-motivated, proactive, and highly responsible.
• Fluent in Mandarin, with good command of Cantonese and English.