Relationship Manager (Great Source of AUM to achieve Bank Targets) Relationship Manager (Great Source of AUM to  …

Eagle Partners (International) Company Limited
in Hong Kong
Permanent, Full time
Last application, 10 May 21
Competitive
Eagle Partners (International) Company Limited
in Hong Kong
Permanent, Full time
Last application, 10 May 21
Competitive
Posted by:
William Chan • Director
Posted by:
William Chan
Director
Our Client is one of the leading global financial conglomerate who is looking for Relationship Managers to handle the assigned AUM.

Responsibilities:

  • Serve High Net Worth Individuals and solicit business opportunities through cross-selling and branch referral.

  • Identify customers’ needs and provide customized solutions on a comprehensive range of investment and wealth management products to customers.

  • Promote long term client relationships and enhance the company's value proposition.

  • Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics

  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank

  • 3 years' solid experience in serving high-net-worth customers (less experience may also be considered)

  • Strong analytical skills and solid track record in developing relationships with customers

  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

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