Relationship Manager (Private Wealth)
About the job
Responsibilities
• Provide financial planning advices and solutions on saving, life and insurance investment protections to wealth management clients
• Acquire and maintain relationship with personal high net-worth clients
• Provide a broad range of banking and investment products for clients financial portfolio planning
• Support and assist Head of Private Wealth Management to develop and implement Bancassurance business
• Work with other departments in the bank closely
• Annual sales targets fulfillment
Requirements
• Degree holder in Finance, Economic, Business or relevant disciplines
• Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the mainland Chinese market is preferred
• Holder of Type 1 & 4 SFC and Paper I and III of IIQE
• Certified Private Wealth Professional (CPWP) certification is preferred
• Good knowledge in wealth management products including insurance products
• Fluent in Putonghua, English and Cantonese
• Proficient in MS Office applications
Application
Competitive package will be offered to the right Candidates. If you are interested in the job, please email us your full resume with current and expected salary in WORD format to info2@megajobshr.com.
(You may use your own email program,quoting the job title, to email us)
All applications will be treated in strict confidence and all personal data collected will be used for recruitment purposes only.