Relationship Manager - Private Wealth Management

Ping An Bank Company Ltd.; Hong Kong; On-site; HKD 335,000 - 670,000; Full time

Job summary

Ping An Bank Hong Kong Branch is seeking a Relationship Manager for Private Wealth Management to promote wealth solutions to high-net-worth clients. You will solicit new business, nurture long-term relationships, handle inquiries, and provide professional, customized wealth management advice to meet client needs.

The role requires a university degree, 5–8 years of sales experience in wealth products, and licenses for insurance and securities.

Qualifications

• University graduate in any disciplines.
• 5-8 years of sales experience in wealth products.
• Possess recognized insurance and securities licenses.
• ECF qualification preferable.
• Strong banking products knowledge is a must.
• Proactive with excellent communication skills.
• Self-motivated, customer oriented and able to work under pressure.
• Proficient in both spoken and written English and Chinese; Putonghua preferred.

Responsibilities

• Promote full range of wealth management products and services to high-net-worth customers.
• Solicit new businesses and cultivate long-term relationships with customers for further opportunities.
• Handle enquiries and provide professional total wealth management solutions to customers.
• Provide quality services and understand customers’ financial needs.

Skills

Excellent communication skills

Proactive

Customer oriented

English and Chinese fluency

Putonghua preferred

Strong banking product knowledge

5-8 years sales experience

Private wealth relationship management

Education

University graduate

Job description

Relationship Manager - Private Wealth Management

Promote full range of wealth management products and services to high-net-worth customers;

Solicit new businesses and cultivate long-term relationship with customers for further business opportunities;

Handle enquiries and provide professional total wealth management solutions to customers;

Provide quality services and understand customers’ financial needs.

Job Requirements:

University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics；

5-8 years of sales experience in wealth products;

Possess recognized insurance and securities licenses;

Relevant Enhanced Competency Framework (ECF) qualification is preferable;

Strong banking products knowledge is a must;

Proactive with excellent communication skills;

Self-motivated, customer oriented and able to work under pressure;

Proficient in both spoken and written English and Chinese, Putonghua is preferred

Unlock job insights

Your application will include the following questions:

• Which of the following IIQE qualifications do you hold?
• Which of the following languages are you fluent in?
• How many years' experience do you have in the financial services industry?
• How many years' experience do you have as a Private Wealth Management Relationship Manager?
• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a relationship manager?
• How many years' experience do you have in a wealth management?

Ping An Bank Hong Kong Branch is a key overseas subsidiary of Ping An Bank Co., Ltd., a leading national joint-stock commercial bank in China. Established in 2002, the branch is strategically located in Hong Kong, a global financial hub, and serves as a vital link for the bank's international expansion.

The branch provides a comprehensive range of financial services to both retail and corporate customers, including deposit products, loans, investment solutions, and foreign exchange services. Leveraging the resources and expertise of Ping An Group, the branch is committed to delivering high-quality, innovative financial solutions tailored to meet the diverse needs of its clients.

Ping An Bank Hong Kong Branch is a key overseas subsidiary of Ping An Bank Co., Ltd., a leading national joint-stock commercial bank in China. Established in 2002, the branch is strategically located in Hong Kong, a global financial hub, and serves as a vital link for the bank's international expansion.

The branch provides a comprehensive range of financial services to both retail and corporate customers, including deposit products, loans, investment solutions, and foreign exchange services. Leveraging the resources and expertise of Ping An Group, the branch is committed to delivering high-quality, innovative financial solutions tailored to meet the diverse needs of its clients.

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