Wealth Relationship Manager for High-Net-Worth Clients

AcWise Recruitment Limited

Hong Kong

On-site

HKD 300,000 - 520,000

Full time

9 days ago

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Job summary

AcWise Recruitment Limited is seeking a Customer Relationship Manager, Wealth Management in Hong Kong. You will establish and strengthen relationships with high net worth clients and identify their investment needs through thorough financial analysis.

Requirements include a business degree and at least 3 years of sales experience in consumer banking. Candidates must have LEI 1,7,8 or equivalent, IIQE papers and MPF Intermediaries; CB/ CFP/ ECF are a plus.

Qualifications

Degree holder in business or related disciplines.
At least 3 years sales experience in consumer banking.
Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination is a must.
Professional of CB / CFP / ECF are preferred.
Sound knowledge towards investment market and various banking products.
Sales and customer-oriented with good communication skills.
Fluent in English and Chinese; Putonghua is preferable.

Responsibilities

Establish and strengthen relationships with high net worth customers, identify and fulfil their investment needs by providing thorough financial analysis
Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank