Relationship Manager, Wealth Management
Corporation
Laichikok, Kowloon
6天前

Relationship Manager, Wealth Management

Company : Corporation / Salary : $Negotiable

Responsibilities :

  • Build up and maintain client relationships by solving their needs with the bank's financial and investment product solutions
  • Develop client business with the aim to help manage their total asset
  • Requirements :

  • University graduate with major in Finance, Economics or business-related disciplines
  • Minimum 5 years of experience in financial services, including the management and growth of a customer portfolio
  • Passed in relevant professional examinations including IIQAS and HKSI Foundation Programme Examination
  • Ideally possess a Certified Financial PlannerCM or Certified Financial Management Planner qualification or other relevant qualifications
  • Self-motivated with excellent communication skills and outgoing with a strong customer focus
  • Proficient in both written and spoken English and Chinese (Cantonese and Putonghua)
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