Relationship Manager – Wealth Management

Taishin International Bank Co Ltd; Hong Kong; On-site; HKD 446,000 - 670,000; Full time

Benefits offered by this job

无

Job summary

Taishin International Bank Co Ltd 在香港招聘金融销售/客户关系岗位，负责人与拓展现有客户网络、开发新客户，向客户提供市场动态、投资理念和资产保护概念，帮助匹配需求与全面的产品解决方案，建立并管理客户投资组合。

工作需在香港与台湾之间频繁出差，按客户偏好实现高水平满意度，确保投资组合跟踪市场趋势，遵循监管要求与职业道德。应聘者应具备金融领域学士以上学历及相关证书，拥有 HKMA/SFC/IA 许可及 IIQE Paper 1&3 优先，CPWP/CFP 背景者更佳。

Qualifications

• 具备银行/金融领域相关学科的高等学历
• 具备 HKMA/SFC/IA 许可及 IIQE 考试证书（Paper 1 & 3）优先
• 具备至少5年相关工作经验，CPWP、CFP 背景更佳
• 符合香港银行业协会强制参考检查计划要求的应聘条件

Responsibilities

• 加深现有客户关系并通过自有网络拓展新客户
• 向客户提供市场动态、投资理念、资产保护及转化概念
• 根据客户需求匹配高效、全面的产品解决方案
• 成功构建客户投资组合并结合市场趋势进行跟踪监控
• 通过频繁沟通与拜访在香港与台湾之间实现客户满意度提升

Skills

客户关系管理

投资分析

Education

博士

Job description

Job Descriptions:

• To deepen existing client relationships and acquire new clients through own network
• To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition
• To match clients’ needs with effective and comprehensive product solutions
• To successfully constitute clients’ portfolios and closely monitor their positions along with the market trends
• To ensure high levels of client satisfaction by matching the frequency and intensity of contact with clients’ preference, which requires frequent travels between HK and TW mainly

Requirements:

• Bachelor degree or above, in relation to banking industry or financial fields
• HKMA/SFC/IA for Regulated Activity Type 1 and Type 4 and IIQE Paper 1 & 3 is required
• Relevant working experience for more than 5 years with CPWP, CFP is preferable
• This position is in scope for the Mandatory Reference Checking Scheme. For the details of the scheme, please refer to the website from The Hong Kong Association of Banks: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

More Job Information

Salary

• 40000 - 60000 / MONTH

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Employment Term

• 全職

Employment Term

• 長期

Education

• 博士