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Relationship Manager - Private Wealth Management / EAM

Anywhere Everywhere Six Degrees Link Limited

2020-08-01 00:14:31

Job location Hong Kong, Hong Kong, Hong Kong

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Responsibilities :

  • Develop and maintain long-term relationship with high net worth clients
  • Acquire new Ultra High Net Worth Individuals and business opportunities through cross-selling, referral and personal business connections.
  • Monitor clients' portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business-related projects

Requirements :

  • Degree holder or above in any discipline
  • Minimum 2 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese ( including Cantonese and Mandarin )

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