Relationship Manager (chinese Top-tier Wealth Management)

Hong Kong, Hong Kong, Hong Kong Island
Last update 2025-06-23
Expires 2025-07-23
ID #2755279678
800,000 HK$
Relationship Manager (chinese Top-tier Wealth Management)
Hong Kong, Hong Kong, Hong Kong Island,
Modified April 26, 2025

Description

Relationship Manager (Chinese top-tier Wealth Management) (81922) Central and Western District, Hong Kong Responsibilities: Develop customer relationships and explore business opportunities within the high net worth segment. Ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios. Understand customers' wealth management needs and formulate appropriate solutions based on the customers' circumstances and risk appetite. Drive process improvement and manage customer service related projects & UAT. Customize portfolio proposals for clients through allocation of client funds into products across fund, equity, and other asset classes. Conduct monitoring and training for internal staff. Qualifications: Degree holder in BBA or related disciplines.6-8 years related working experience gained from sizable financial institutions. Strong product knowledge on funds, equities, margin financing, insurance, and structured products. Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels. Fluent in Chinese and English to effectively communicate with local and international clients. Name: Please include your first and last name. Email:@Phone: Please include your country code. CV / Resume: Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
#J-18808-Ljbffr

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Relationship manager (chinese top-tier wealth management)
Min. Salary: 600000

⇐ Previous job

Next job ⇒     

Advertisement:


 

Send resume

    800,000 HK$ / Per annum

    Employer's info

    Quick search:

    Location

    Type city or region

    Keyword


    Advertisement: