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Wealth Management, Relationship Manager Assistant / Relationship Manager 30k-40k

WallStone Partners & Company Limited

  • Company Industries:Banking

Job Information

  • Post Date:2019-03-28
  • Location:Causeway Bay
  • Salary:Base salary + high commissio
  • Employment Type:Full Time, Permanent
  • Job Function:Financial Services  

Job Description

Our Client is a Hong Kong Listed conglomerate and they are seeking the right candidates for the position of Relationship Manager Assistant and Relationship Manager to join their Wealth Management Team.

Responsibilities

  •          Assist the Relationship Managers in growing high net worth individual customer base in Hong Kong and overseas
  •          Build and maintain business relationships with the portfolio of wealth management customers
  •          Support the formulation and execution of sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets
  •          Assist in delivery of premium wealth management solutions and service to customers based on their investment needs and objectives
  •          Participate in marketing and promotion events including seminars etc.

 

Requirements

  •          University degree in Business Administration or a related discipline
  •          HKMA relevant individuals or holders of SFC license for Types 1, 4 and 9 regulated activity or passes in HKSI Licensing Examination Papers 1, 7, 8 and 12 or equivalent are preferred
  •          Minimum of 3 years of banking experience preferably with private banking and wealth management with some knowledge of investment products. Customer oriented with dedication to deliver quality services to customers
  •          Excellent command in spoken and written English and Chinese, fluency in Mandarin

 

Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Ho at (852) 2562 8611.

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