Job Description
Job duties:
- Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Bank
- Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on individual clients’ circumstances and risk appetite
- Provide banking services, investment advices and execute transactions for clients
- Monitor clients’ portfolio and provide update to clients
- Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
- Develop and maintain relationship with business partners and assist in the development of marketing and business related projects in bank
Job requirements:
- Degree holders or equivalent
- Over 3 years of relevant working experience in banking industry or investment business serving high net worth customers
- Sound knowledge of various banking and investment products
- Good selling, relationship building, communication and interpersonal skills
- Professional licensing qualifications on HKSI and IIQE Papers is preferred
Candidates with more experience can apply for “Senior Relationship Managers”