Relationship Manager, Wealth Management Relationship Manager, Wealth Management …

Anywhere Everywhere Six Degrees Link Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 09 Jul 19
Negotiable
Anywhere Everywhere Six Degrees Link Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 09 Jul 19
Negotiable
Six Degrees Link (SDL) is a recruitment firm that specializes in Banking and Financial Services with a dedicated team of consultants who strive to provide the best consultancy services for both clients and candidates in Corporate Finance, Brokerage, Capital Markets, Private Equity, Hedge Fund & Alternatives, Risk, Legal & Compliance. We have excellent track record in placing banking/finance professionals in the industry and our clients are international investment banks, corporate banks, asset management companies, and brokerage firms. Our main goal is to fulfill our clients' as well as our candidates' needs by placing the right professionals in the right positions.

Responsibilities:

  • Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
  • Deepen client relationships and improve income generation through focused business development activities
  • Bring in new clients, responsible for HNW individual accounts
  • Provide professional wealth management solutions to customers and understand customers’ financial needs
  • Ensure the selling processes are in compliance with the Bank’s and regulator’s policies and guidelines.

Requirements:

  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Minimum of 3 years’ experience in handling investment portfolio of affluent customers
  • Strong sales and customer service orientation, with self-motivation and ability to work under pressure
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Familiar with related banking operations and policies, legal and regulatory requirements
  • Well-planned, strong analytical skills and solid track record in developing relationships with customers
  • Proficiency in both English and Cantonese, fluency in Putonghua is an advantage
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