Senior Wealth Relationship Manager | High-Net-Worth Clients

Leadingnation; Hong Kong; On-site; HKD 450,000 - 600,000; Full time

Job summary

A prominent financial institution in Hong Kong seeks a Customer Relationship Manager to provide wealth management services and expand their clientele. Candidates should possess a degree and at least 5 years of experience in managing investment portfolios for affluent customers. Proficiency in English, Cantonese, and Putonghua is a must. Attractive remuneration packages are offered. Interested individuals should send their resumes to the Human Resources Manager.

Qualifications

• Minimum 5 years' experience in handling investment portfolio of affluent customers.
• Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations required.
• Professional qualification of ARWP is an advantage.

Responsibilities

• Provide wealth management services to high-net-worth customers.
• Expand the client base by exploring potential customers in the market.

Skills

Wealth management

Investment portfolio handling

Client relationship management

Proficiency in English

Proficiency in Cantonese

Proficiency in Putonghua

Education

Degree holder or above

Job description

A prominent financial institution in Hong Kong seeks a Customer Relationship Manager to provide wealth management services and expand their clientele. Candidates should possess a degree and at least 5 years of experience in managing investment portfolios for affluent customers. Proficiency in English, Cantonese, and Putonghua is a must. Attractive remuneration packages are offered. Interested individuals should send their resumes to the Human Resources Manager.