Global Relationship Manager/ VP/D (HNW) - Investment Bank / PWM / Private Bank
Be Myjob Company Limited
Hong Kong, Hong Kong
5天前

Job description :

  • Generate an exclusive group of HNW clients and identify potential business through an established / diversified platform of financial products and insurance plans
  • Keep abreast of both HK and China markets / financial products to fulfill clients’ wealth aims
  • Execute full sales process with beneficial sales planning / strategies
  • Maintain close interaction with clients and conduct professional portfolio reviews
  • Comply with full compliance with internal guidelines and external regulatory bodies
  • Requirements :

  • At least 2 years experiences from wealth management, Private bank and investment bank
  • Degree holder in Finance-related disciplines
  • Qualifer HKSI Paper 1, 7, 8 and IIQE Paper 1, 3, 5
  • Knowledgable in both insurance and investment including equities, funds and bonds
  • Proactive, sales-oriented with good relationship building and customer service skills
  • Good communication skills in Mandarin and English
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