Wealth Relationship Manager for High-Net-Worth Clients

Chong Hing Bank Limited

Hong Kong

On-site

HKD 420,000 - 660,000

Full time

8 days ago

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Benefits offered by this job

5-day work week

Education subsidies

Birthday leave

Marriage leave

Maternity leave

Paternity leave

Examination leave

Insurance plan

Medical plan

Family medical plan

Dental plan

Job summary

Chong Hing Bank Limited is seeking a proactive wealth management sales professional to promote comprehensive wealth products to high-net-worth clients in Hong Kong. You will solicit new business, deepen relationships, and deliver professional total wealth management solutions while addressing customers' financial needs.

The role requires strong product knowledge, excellent communication, and the ability to work under pressure.

Qualifications

Bachelor degree or above
Minimum of 5 years' of sales experience in wealth management products
Pass in IIQE papers 1, 2, 3 & HKSI papers 1, 7, 8
Possess qualifications of Enhanced Competency Framework (ECF- RWM) will be an advantage
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 Chinese (Mandarin and Cantonese) and English
Candidate with less experience would be considered for Relationship Manager.

Responsibilities

Promote full range of wealth management products and services to high-net-worth customers
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Handle enquiries and provide professional total wealth management solutions to customers
Provide quality services and understand customers’ financial needs