Senior Relationship Manager ( VP/Director )

  • Up to HKD0.00 per annum
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 16 Mar 18 2018-03-16

Our client is a wealth management company with a global vision and having its root in China.


  • Manage relationship with High-Net-Worth individuals
  • Offer extensive range of products to customers
  • Perform overall impeccable customer servicing
  • Participate in customer due diligence and account documentation process Comply with internal and external regulation, guidelines and code of conduct


  • Master's degree required in finance or equivalent education
  • Minimum 5-8 years' solid experience within Financial Services Industry, relevant experience gained from Private Banking & Wealth Management of sizable company in serving high-net-worth clients is highly preferred
  • Good understanding of the major products or services available in the private banking industry
  • Good understanding of family business trust business
  • Proven customer service, communications
  • Knowledge of industry regulations and best practices
  • Ability to identify and resolve issues and escalate as necessary
  • Ability to multi-task and operate in a dynamic environment
  • Effective written and verbal communication skills in English, Mandarin and Cantonese