Senior Wealth Relationship Strategist

CFA Institute; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

CFA Institute in Hong Kong is seeking a candidate to develop and maintain client relationships while adhering to the bank's policies. The role involves acquiring and growing a high net worth customer base, managing client accounts, and ensuring compliance with KYC regulations. Ideal candidates will have a degree in Business Administration, relevant banking experience, and qualifications like CFP or CFA. Strong interpersonal and communication skills in English and Chinese are necessary.

Qualifications

• Minimum 4 years of relevant banking experience in serving high net worth individual customers.
• Familiar with KYC and account documentation.
• Good command of written and spoken English and Chinese (including Putonghua).

Responsibilities

• Develop and maintain client relationships in accordance with bank policies.
• Acquire and grow high net worth customer base through networking.
• Assist supervisor to implement strategic plans and engage in business development.

Skills

Interpersonal skills

Problem solving

Communication skills

Risk assessment

Credit analysis

Education

Degree Holder in Business Administration or related disciplines

CFP / CFA / HKRFP qualification

IIQAS

Job description

CFA Institute in Hong Kong is seeking a candidate to develop and maintain client relationships while adhering to the bank's policies. The role involves acquiring and growing a high net worth customer base, managing client accounts, and ensuring compliance with KYC regulations. Ideal candidates will have a degree in Business Administration, relevant banking experience, and qualifications like CFP or CFA. Strong interpersonal and communication skills in English and Chinese are necessary.