Private Wealth Relationship Manager - SVP / Director
Hong Kong, Hong Kong
source : eFinancialCareers

Responsibilities :

  • To develop a strong client base of High Net Wealth clients through company's client base and your own network
  • Closely monitor clients' portfolios and formulate appropriate solutions to meet the client's investment needs and expectations
  • Collaborate with Investment Consultant and Product Team to understand the needs of the clients and the most updated product information
  • Comply fully with all regulatory bodies, making sure all KYC / AML rules and regulations are well applied during and after client onboarding.
  • Requirements

  • Degree holder in Business Administration or related disciplines
  • Minimum 5 years experiences in the private wealth industry
  • Holder of SFC license for Types 1, 4 regulated activity
  • Good knowledge in insurance products, bonds, funds and other wealth management products;
  • Good command of written and spoken English and Cantonese and Putonghua
  • If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme?

    We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https : / / www. / refer-a-friend


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