Relationship Manager - Private Banking/Wealth Management

Responsibilities:  

• Provide investment advice in respect of Hong Kong equities and bonds to high-net-worth clients and manage clients' portfolios; 
• Provide tailor-made wealth management solutions to clients using a wide range of products including stocks and bonds; 
• Proactively enhance relationships with existing and prospective clients to achieve business targets; 
• Liaise with counterparty to ensure a consistent approach to client services; 
• Conduct account opening and Know-Your-Client procedures with clients; 
• Solicit new businesses and cultivate long-term relationship with clients for further business opportunities. 

Requirements: 

• University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics; 
• Possess recognized insurance and securities licenses in Hong Kong; 
• Minimum 5 years' solid experience in private banking or wealth management company with strong performance and client sources; 
• Strong financial products knowledge is a must; 
• Excellent client service and communication skills; 
• Self-motivated, independent and able to work under pressure; 
• Proficient in both spoken and written English and Chinese, including Putonghua.