Senior Private Wealth Relationship Manager

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

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.