Wealth Relationship Manager for High-Net-Worth Clients

Leadingnation; Hong Kong; On-site; HKD 225,000 - 275,000; Full time

Job summary

A leading retail bank in Hong Kong is looking for a talented individual for the role in retail banking sales. You will be responsible for establishing relationships with high-net-worth customers and fulfilling their investment needs through thorough financial analysis. Candidates should possess a Bachelor's degree and a minimum of 2 years of relevant sales experience. Proficiency in English, Chinese, and Putonghua is crucial. This position offers opportunities for professional growth and development.

Qualifications

• Bachelor’s degree or above in Business or related disciplines.
• At least 2 years of sales experience in consumer banking.
• Sound knowledge of investment markets and banking products.
• Proficiency in written and spoken English, Chinese, and Putonghua.

Responsibilities

• Establish and strengthen relationships with high-net-worth customers.
• Identify and fulfil investment needs through financial analysis.
• Promote retail banking products and achieve sales targets.

Skills

Sales experience in consumer banking

Communication skills

Customer-oriented approach

Knowledge of banking products

Financial analysis

Education

Bachelor’s degree in Business or related disciplines

Tools

HKSI 1, 7, 8 or equivalent certifications

IIQE Paper 1, 2, 3 & 5

Job description

A leading retail bank in Hong Kong is looking for a talented individual for the role in retail banking sales. You will be responsible for establishing relationships with high-net-worth customers and fulfilling their investment needs through thorough financial analysis. Candidates should possess a Bachelor's degree and a minimum of 2 years of relevant sales experience. Proficiency in English, Chinese, and Putonghua is crucial. This position offers opportunities for professional growth and development.