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Relationship Manager - Private Banking/Wealth Management

Elysian Executive Solution Hong Kong
Posted 2 days ago Permanent 30K-50K
Our client is a well-established Chinese bank and they're looking for a strong candidate to join their expanding team.

Responsibilities:  

  • Provide investment advice in respect of Hong Kong equities and bonds to high-net-worth clients and manage clients' portfolios; 
  • Provide tailor-made wealth management solutions to clients using a wide range of products including stocks and bonds; 
  • Proactively enhance relationships with existing and prospective clients to achieve business targets; 
  • Liaise with counterparty to ensure a consistent approach to client services; 
  • Conduct account opening and Know-Your-Client procedures with clients; 
  • Solicit new businesses and cultivate long-term relationship with clients for further business opportunities. 

Requirements: 

  • University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics; 
  • Possess recognized insurance and securities licenses in Hong Kong; 
  • Minimum 5 years' solid experience in private banking or wealth management company with strong performance and client sources; 
  • Strong financial products knowledge is a must; 
  • Excellent client service and communication skills; 
  • Self-motivated, independent and able to work under pressure; 
  • Proficient in both spoken and written English and Chinese, including Putonghua.
Job ID  招商-RM
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