Global Relationship Manager/ VP(HNW) - Investment Bank /PWM/ Private Bank Global Relationship Manager/ VP(HNW) - Investment  …

Be Myjob Company Limited
in Hong Kong
Permanent, Full time
Last application, 07 Mar 21
60000-80000
Be Myjob Company Limited
in Hong Kong
Permanent, Full time
Last application, 07 Mar 21
60000-80000
Posted by:
Denise Chan • Recruiter
Posted by:
Denise Chan
Recruiter
Our clients are leading and high net worth financial institutions and listed corporation in Hong Kong. Due to upcoming expansion, they are currently seeking for a high caliber individual to participate their ambitious team. Our Client is a Licences Corporation with SFC Type 1, 2, 4, 5, 6, 9, they are inviting ambitious, enthusiastic talents to grow together with them.

Job description:

  • Generate an exclusive group of HNW clients and identify potential business through an established/diversified platform of financial products and insurance plans
  • Keep abreast of both HK and China markets/financial products to fulfill clients’ wealth aims
  • Execute full sales process with beneficial sales planning/strategies
  • Maintain close interaction with clients and conduct professional portfolio reviews
  • Comply with full compliance with internal guidelines and external regulatory bodies

Requirements:

  • At least 2-3 years experiences from wealth management, Private bank and investment bank
  • Degree holder in Finance-related disciplines
  • Qualifer HKSI Paper 1, 7, 8 and IIQE Paper 1, 3, 5
  • Knowledgable in both insurance and investment including equities, funds and bonds
  • Proactive, sales-oriented with good relationship building and customer service skills
  • Good communication skills in Mandarin and English
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