Relationship Managers/ Senior Managers (Japanese JLPTN1 a PLUS)
Morgan Search Consulting Limited
- Company Industries:General Business Services
Job Information
- Post Date:2017-11-11
- Career Level:Middle
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time
- Job Function:Private Banking
Job Description
Relationship Manager / Senior Relationship Manager
Our Banking and Financial Institutions clients are urgently seeking SRM/RMs:
Responsibilities
- Provide a professional, timely wealth management service to high-net-worth clients
- Develop a long term relationship with existing clients, increase their loyalty and satisfaction, and explore new business opportunities with them
- Receive orders from customers and forward them to dealers or place the orders on stock exchanges using trading terminals
- Manage the on-boarding of new customers and expand our customer base
- Assist in the roll-out of new financial products and services to customers
- Work closely with investment managers to understand the latest trends in the market and
- Carry out SFC regulated activities in compliance with all applicable rules and laws.
Requirements
- Bachelor’s degree or above in Economics, Finance or related disciplines
- Qualified to conduct SFC regulated activities type 1 and 4; type 9 is highly preferred
- Knowledge of investment products, especially equities and bonds
- Minimum 5 years’ experience in Wealth Management or Premier Relationship Management with a bank or securities firm
- Good interpersonal skills, fast learner, team player, independent, ability to handle multiple tasks and functional topic simultaneously
- Self-motivated, independent, and able to work under pressure
- Good command of spoken and written English and Chinese, including Putonghua
Company Info
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