Private Wealth Assistant Relationship Manager

Ping An Bank Company Ltd.; Hong Kong; Presencial; HKD 300.000 - 600.000; Jornada completa

Descripción de la vacante

Ping An Bank Hong Kong Branch is seeking an Assistant Relationship Manager in Private Wealth Management to support onboarding and ongoing client servicing. You will assist with account opening, due diligence, and review processes, and help execute market updates and client inquiries.

You will identify business opportunities, assist in revenue growth targets, and support portfolio management across a diverse range of products.

Formación

• University degree in any discipline; preferably Business Administration/Finance/Economics.
• 1–2 years of sales experience in wealth products.
• Possess insurance and securities licenses.
• ECF qualification preferable.
• Strong banking products knowledge.
• Excellent communication; proactive and customer oriented.

Responsabilidades

• On-boarding for new and existing clients including account opening, due diligence and review.
• Proactive client service management with market updates, inquiries, and orders execution.
• Identify and explore business opportunities to meet revenue and growth targets.
• Assist Private Banking to provide high-quality portfolio management across products and services.

Conocimientos

Sales experience

Banking knowledge

Communication skills

Bilingual English/Chinese

Educación

University degree

Insurance and Securities licenses

ECF qualification

Descripción del empleo

Ping An Bank Hong Kong Branch is seeking an Assistant Relationship Manager in Private Wealth Management to support onboarding and ongoing client servicing. You will assist with account opening, due diligence, and review processes, and help execute market updates and client inquiries.

You will identify business opportunities, assist in revenue growth targets, and support portfolio management across a diverse range of products.