Relationship Manager, Wealth Management

Key responsibilities

• Develop and maintain long-term relationships with high-net-worth (HNW) customers to drive AUM growth and achieve business targets.
• Provide tailored investment and wealth management solutions to HNW customers, with wide range of wealth management products based on the customers' circumstances and risk appetite.
• Collaborate with Product team to deliver comprehensive financial advisory services, including asset allocation, investment planning, and risk management.
• Conduct ongoing KYC (Know Your Customer) and customer due diligence (CDD) to ensure compliance with regulatory and internal control requirements.
• Work closely with assistant relationship managers to enhance client service and operational efficiency.
• Perform tasks in accordance with regulatory and compliance requirements

Requirements:

• Bachelor’s Degree in Finance/ Accounting/ Commerce/ Business or a related discipline.
• 5 years or above of working experience, preferably from Wealth Management
• Licensed under SFC Type 1 & 4 regulated activities and IA technical representative license is required.
• Proactive, highly ambitious, and dedication to providing exceptional client service.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Fluent in both spoken and written English and Chinese; proficiency in Mandarin is an advantage.

We offer attractive remuneration packages including five-day work week, medical insurance coverage, performance bonus, OT allowance, public holiday, excellent career development opportunities and other benefit packages to the right candidate.For more information, please visit our website at https://www.esunbank.com/hk.

Interested parties please forward your resume with current and expected salary to Human Resources Department by "APPLY NOW".

All information received will be kept strictly confidential and only for employment-related purposes.