Senior Relationship Manager, Ultra High-net-worth | Banking Senior Relationship Manager, Ultra High-net-worth  …

Osmium Consulting Group
in Hong Kong
Permanent, Full time
Last application, 04 May 21
Competitive
Osmium Consulting Group
in Hong Kong
Permanent, Full time
Last application, 04 May 21
Competitive
Posted by:
Alec Ma • Recruiter
Posted by:
Alec Ma
Recruiter
Ultra High-net-worth clients base is provided. Supported by different specialists on wealth management products. Attractive salary with good promotion path.

Requirements:

  • Grow HNW client base and special focus on the clients' personal financial analysis, protection and investment needs.
  • Acknowledge client’s needs and objectives and provide financial solutions
  • Ensure the level of risk associated with all products and services
  • Maintain a close working relationship with Business Units to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs.
  • Monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
  • Assist company to coordinate and execute business project.
  • Perform daily operations and customer services.

Requirements

  • At least 5 years’ experience in banking.
  • Qualifier under HKMA / SFC for marketing investment products.
  • Familiar with investment banking products and good knowledge in banking services.
  • Good interpersonal, problem solving and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).

 

Please contact Alec MA at 3898 5577 ( Whatsapp: +852 9615 8236 | Email : alec.ma@osmiumcg.com )

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