Relationship Manager, Consumer Banking
Wellesley Associates Limited
Hong Kong, Hong Kong

Duties :

  • Provide financial planning and advisory services to the banking clients
  • Build and maintain relationships with customers by delivering personalised service
  • Advise and develop investment strategy that aims to meet clients’ objectives
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Requirements :

  • 4+ years’ experience in client servicing in banking or financial industry
  • Advanced knowledge of wealth management products, both investment and insurance
  • Excellent interpersonal, communication, work organization and client interfacing skills
  • Strong sales and customer orientation
  • Proficiency in both English and Cantonese, Mandarin would be an advantage.
  • If you're interested in this role, forward an up-to-date copy of your CV via email, or call directly on +852 2847 9962. If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.


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