Elite Wealth Relationship Manager

OCBC; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning and development opportunities

Job summary

A leading financial services provider in Hong Kong is seeking an experienced professional to provide wealth management services to high net worth customers. The role involves promoting investment products and supporting branch staff. Candidates should have at least 5 years of experience with affluent clients, a relevant degree, and strong sales skills. Proficiency in English, Chinese, and Putonghua is essential. This position offers a competitive salary and a comprehensive benefits package.

Qualifications

• Minimum 5 years’ experience in handling affluent customers.
• Holder of bachelor’s degree in any disciplines is preferred.
• Strong sales driven and result-oriented.

Responsibilities

• Serve and provide wealth management services to high net worth customers.
• Promote various investment products to meet business targets.
• Provide marketing support to branch staff.

Skills

Strong sales driven

Result-oriented

Proficiency in English

Proficiency in Chinese

Proficiency in Putonghua

Education

Bachelor’s degree or equivalent

Pass in HKSI and IIQE Licensing Examinations

CFA or CFP qualifications

Qualifications of ECF-RWM

Job description

A leading financial services provider in Hong Kong is seeking an experienced professional to provide wealth management services to high net worth customers. The role involves promoting investment products and supporting branch staff. Candidates should have at least 5 years of experience with affluent clients, a relevant degree, and strong sales skills. Proficiency in English, Chinese, and Putonghua is essential. This position offers a competitive salary and a comprehensive benefits package.