Customer Relationship Manager, Wealth Management

AcWise Recruitment Limited; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

AcWise Recruitment Limited is seeking a Customer Relationship Manager, Wealth Management in Hong Kong. You will establish and strengthen relationships with high net worth clients and identify their investment needs through thorough financial analysis.

Requirements include a business degree and at least 3 years of sales experience in consumer banking. Candidates must have LEI 1,7,8 or equivalent, IIQE papers and MPF Intermediaries; CB/ CFP/ ECF are a plus.

Qualifications

• Degree holder in business or related disciplines.
• At least 3 years sales experience in consumer banking.
• Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination is a must.
• Professional of CB / CFP / ECF are preferred.
• Sound knowledge towards investment market and various banking products.
• Sales and customer-oriented with good communication skills.
• Fluent in English and Chinese; Putonghua is preferable.

Responsibilities

• Establish and strengthen relationships with high net worth customers, identify and fulfil their investment needs by providing thorough financial analysis
• Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank

Skills

Sales experience

Communication skills

Customer service

Financial analysis

English & Chinese

Education

Degree in business or related fields

Job description

Customer Relationship Manager, Wealth Management

Job Openings Customer Relationship Manager, Wealth Management

About the job Customer Relationship Manager, Wealth Management

Responsibilities:

• Establish and strengthen the relationships with high net worth customers, identify and fulfil their investment needs by providing thorough financial analysis
• Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank

Requirements:

• Degree holder in business or related disciplines
• At least 3 years sales experience in consumer banking field
• Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination is a must
• Professional of CB / CFP / ECF are preferred
• Sound knowledge towards investment market and various banking products
• Sales and customer-oriented with good communication skills
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable