Relationship Manager, Private Wealth Management (HK$45K - $70K)
(Ref. No.: 26457)
Our client, a Leading Bank, is looking for high-caliber person to
fill the position.
工作职责
-
Develop and manage a portfolio of Private Banking/Private Wealth
Management clients
-
Provide investment portfolio analysis and advices to the clients
according to their needs, desires and risk profile
-
Define target market, analyze client needs and suggest scope of
product enhancement
-
Initiate and implement marketing strategies to promote a full
range of investment and insurance products through a proactive
& professional approach in achieving the business sales
targets of the bank
-
Manage the credit quality and monitor the exposure of
customers’ loan portfolios
- Work on ad hoc projects and tasks assigned by management
工作要求
-
Degree holder or above with major in Business Administration,
Economics, Finance, Marketing or related disciplines
-
At least 3-5 years of relevant experience in private banking,
wealth management and/or retail banking premier sector
-
Good knowledge of products and services to HNW clients with
private Banking / wealth management experience is advantage
-
Qualifications in IIQE and HKSI is a must and CPWP is an
advantage
-
Independent, ability to work under pressure to meet tight
schedule and sensitive to market changes with a proactive
approach to drive business growth
- Good PC skills (Microsoft Word, Excel & PowerPoint)
-
Good command of written and spoken English & Chinese
(including Putonghua)
-
Promising candidates with more experience will be considered for
senior positions
- 职位编号:
- 26457
- 日期:
- 31/10/2023
- 工作类别:
- 银行业
- 薪金范围:
- $Neg.
- 学历要求:
- Degree
- 联络电邮:
-
[email protected]
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