Job Description
Senior Relationship Manager / Relationship Manager, Private Wealth
Are you?
•a Bachelor degree graduate or above in Business, Finance, Economics, Engineering or other related disciplines with 8 years relevant experience. Less experience may also be considered
•with at least 3 years of supervisory experience in handling High Net Worth (HNW) / Ultra High Net Worth (UHNW) clients and portfolios
•licensed in Regulated Activities of Type 1 & 4. Those registered as an Executive Officer with HKMA and or a Responsible Officer with SFC in relevant industry will be an advantage
•with sound knowledge in multi asset classes and familiar with the Hong Kong wealth management business practices and mid/back office operations
•strong in creativity, problem solving, interpersonal, communication, and presentation skills
•strong in business development skills, performance driven, and sales-oriented
•able to work independently and under pressure
•highly proficient in written and spoken English and Cantonese. Mandarin speaker is an advantage
•presentable, aggressive, result-oriented, and with good business acumen
Can you?
•establish new relationships and manage existing relationships in order to generate new AUM and Gross Revenue
•provide best customer service, investment solutions, and deepen relationships with clients
•enhance and deepen existing relationships by cross-selling products and services
•collaborate strongly with internal stakeholders and other business units to generate new Private Wealth referrals
•comply with internal guidelines, regulatory requirements, and code of conducts