Senior Cross-Border Wealth Manager — APAC Client Focus

BAUER KAISER & CO LIMITED; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive package

Extra leave types

Job summary

Leadingnation in Hong Kong seeks an experienced Relationship Manager to serve APAC and Chinese clients, handling corporate account openings and client documentation with high-quality service.

You will advise on financing strategies, promote wealth products, structure facilities and review credits while guiding juniors and driving cross-sell opportunities. A Bachelor degree in banking/finance and CPWP/CFP preferable are required.

Qualifications

• Bachelor degree or above, in relation to banking industry or financial fields.
• Provide clients with critical market dynamics and investment ideas.
• Structure and provide financing solutions.
• Cross-sell the Bank's services and products to meet customers’ needs.
• Prepare credit proposals and review existing facilities to monitor risk.

Responsibilities

• Handle corporate account opening and deliver high-quality service.
• Act as primary contact to serve clients on necessary documentation.
• Structure credit facilities and cross-sell the Bank's services and products.
• Provide guidance to junior Relationship Manager.
• Promote full range of wealth management products.
• With quarterly incentive and year-end award.

Skills

Client relationship management

Cross-selling

Wealth management guidance

Financing strategy advisory

APAC/Chinese client servicing

Education

CPWP

CFP (preferable)

Job description

Leadingnation in Hong Kong seeks an experienced Relationship Manager to serve APAC and Chinese clients, handling corporate account openings and client documentation with high-quality service.

You will advise on financing strategies, promote wealth products, structure facilities and review credits while guiding juniors and driving cross-sell opportunities. A Bachelor degree in banking/finance and CPWP/CFP preferable are required.