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Ambition Hong Kong

Private Wealth Relationship Manager - SVP / Director

Ambition Hong Kong
Posted 5 days ago Hybrid Permanent HKD10000000.00 - HKD20000000.00 per annum
Our clients, a family office with a strong client base is looking for professional Private Bankers to join their Hong Kong Private Wealth team

Responsibilities:

  • To develop a strong client base of High Net Wealth clients through company's client base and your own network
  • Closely monitor clients' portfolios and formulate appropriate solutions to meet the client's investment needs and expectations
  • Collaborate with Investment Consultant and Product Team to understand the needs of the clients and the most updated product information
  • Comply fully with all regulatory bodies, making sure all KYC/AML rules and regulations are well applied during and after client onboarding.

Requirements

  • Degree holder in Business Administration or related disciplines
  • Minimum 5 years experiences in the private wealth industry
  • Holder of SFC license for Types 1, 4 regulated activity
  • Good knowledge in insurance products, bonds, funds and other wealth management products;
  • Good command of written and spoken English and Cantonese and Putonghua

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.hk/refer-a-friend

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Job ID  258502
ABOUT COMPANY
Hong Kong
HR & Recruitment
Ambition is a leading global recruitment and executive search business operating across key international cities. We access hard-to-find, high-calibre...
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