Relationship Manager, Private Wealth

Main Responsibilities

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• Provide wealth management services to target market
• Handle client relationships from perspective of providing tailored solutions
• Acquire wide range of product knowledge and continuous updates
• Keep abreast of updates on global investment market
• Groom junior Relationship Managers to support the business

Requirements

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• University degree
• 5 years or above relevant experience
• Possess HKSI qualifications
• Qualification in ECF is preferred
• Possess CPWP certification or pass in relevant papers
• Sales and customer oriented, with strong communication and interpersonal skills
• Proficiency in both written and spoken English and Chinese; fluency in Putonghua is required
• The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to
  https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.