HNW Wealth Relationship Manager

Osmium Consulting Group Limited; Hong Kong Island; On-site; HKD 500,000 - 800,000; Full time

Job summary

Haitong International Management Services Company Limited in Hong Kong is seeking a Relationship Manager (Wealth Management) to manage and grow a portfolio of high net worth clients. You will provide tailored investment, insurance, and wealth planning solutions and conduct regular portfolio reviews.

The role requires 3+ years of wealth management experience, strong knowledge of investment products and markets, and exceptional communication and relationship-building skills.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3+ years of wealth management, private banking, or financial advisory.
• Strong knowledge of investment products and financial markets.
• Excellent communication and relationship-building skills.
• Fluent in Cantonese, English, and Mandarin.

Responsibilities

• Manage and grow a portfolio of HNW clients
• Provide tailored investment, insurance, and wealth planning solutions
• Conduct regular portfolio reviews and performance reporting
• Identify new business opportunities and acquire new clients
• Ensure compliance with all regulatory and internal policies

Skills

Relationship management

Communication

Languages Cantonese-English-Mandarin

Education

Bachelor's degree in Finance/Business/related field

Job description

Haitong International Management Services Company Limited in Hong Kong is seeking a Relationship Manager (Wealth Management) to manage and grow a portfolio of high net worth clients. You will provide tailored investment, insurance, and wealth planning solutions and conduct regular portfolio reviews.

The role requires 3+ years of wealth management experience, strong knowledge of investment products and markets, and exceptional communication and relationship-building skills.