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Private Wealth Management-Relationship Manager (Leading Chinese Private Bank)

Bo Le Associate

  • Company Industries:Wholesale / Retail

Job Information

  • Post Date:2019-02-13
  • Career Level:Middle
  • Location:Central
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Salary:Base salary + high commissio
  • Employment Type:Full Time, Permanent
  • Job Function:Private Banking  

Job Description

Our client is one of the leading Chinese private wealth management platforms with well-performed track record and a strong client database. As part of the business's development and growth, they are looking for Relationship Manager to create additional growth and revenue to the company.

Responsibilities

  • Acquire and grow high net worth individual customer base in Hong Kong, China and overseas through networking and business referrals
  • Build and maintain business relationships with the portfolio of wealth management customers
  • Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets
  • Provide investment advice and deliver premium wealth management solutions and service to customers based on their investment needs and objectives
  • Perform investment portfolio analysis monitoring the performance and provide recommendation for portfolio re-allocation to customers
  • Work closely with Product Specialist Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers
  • Participate in marketing and promotion events including seminars etc.

Requirements

  • University degree in Business Administration or a related discipline, 
  • Minimum of 3 years of banking experience preferably with private banking and wealth management with solid knowledge of investment products
  • Customer oriented with dedication to deliver quality services to customers
  • Strong communication and interpersonal skills with the ability to communicate with all levels of stakeholders
  • Excellent command in spoken and written English and Chinese, fluency in Mandarin

Company Info

Bó Lè Associates is the largest executive search firm in Asia with a well-developed network of 14 wholly-owned local offices and 380+ staff in the region (Beijing, Chengdu, Chongqing, Dalian, Guangzhou, Shanghai, Shenzhen, Suzhou, Tianjin, Hong Kong, Taipei, Bangkok, Jakarta and Kuala Lumpur). We have 330+ experienced consultants and researchers, and 50+ support staff including Finance and Accounting, IT, in-house Recruitment and Training, and Marketing and Communication specialists. We have been ranked No. 1 in China and Indonesia, and also in the top three in Malaysia and the Philippines. Bó Lè Leaders is the wholly-owned subsidiary of RGF, the world’s fifth largest and Japan’s largest HR service provider.

 

Our top 10 clients are all Fortune 100 companies. Bó Lè Leaders has been recognized as a leader and top provider of quality services. We were globally voted as one of the “Top 10 Executive Search Firm in 2012” in a survey conducted by TopExecutiveSearchFirms.com. For more information, please visit our website at www.bo-le.com.

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