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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