Relationship Manager ( Wealth Management )

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

Relationship Manager ( Wealth Management )

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

Requirements

Bachelor's degree in Finance, Business, or related field

3+ years of experience in 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

Haitong International Management Services Company Limited

Central, Central and Western District, HK