Personal Banking & Wealth Advisor

Wings Recruitment Partners Limited; Hong Kong; On-site; HKD 250,000 - 400,000; Full time

Job summary

Wings Recruitment Partners Limited, a boutique recruitment firm based in Hong Kong, specializes in Banking & Finance, Legal and Retail across Hong Kong, China and the APAC region. This role seeks an experienced Personal Banking Manager to serve clients with a focus on relationship building and wealth management advisory within a local bank.

Responsibilities include providing general banking services, financial services for high net worth clients, and professional banking guidance on accounts,

Qualifications

• Degree in Banking, Finance, Accounting, Economics or related disciplines.
• Must hold IIQE levels 1,2,3; HKSI 1,7,8 preferred
• At least 1 year of experience in banking sales or customer service
• Excellent customer service skills
• Strong drive to excel in a sales career

Responsibilities

• Provide general banking services to customers and build relationships
• Offer financial services to high net worth customers
• Provide professional banking services
• Advise clients on general banking and wealth management products including accounts, cards, loans and insurance

Skills

Customer service

Sales

Relationship management

Education

Degree in Banking or Finance

Tools

IIQE 1-3

HKSI 1,7,8

Job description

Wings Recruitment Partners Limited, a boutique recruitment firm based in Hong Kong, specializes in Banking & Finance, Legal and Retail across Hong Kong, China and the APAC region. This role seeks an experienced Personal Banking Manager to serve clients with a focus on relationship building and wealth management advisory within a local bank.

Responsibilities include providing general banking services, financial services for high net worth clients, and professional banking guidance on accounts,