Responsibilities:

• Develop and maintain customer relationships within the high net worth segment.
• Promote full range of wealth management products and services to high-net-worth customers.
• Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite.
• Perform tasks in accordance with regulatory and compliance requirements.

Requirements:

• Degree holder in BBA or related disciplines with CPWP is a plus.
• Minimum 4 years of relevant working experience in private wealth management.
• Strong portfolio of HNW Customers.
• Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent.
• Proficient in both spoken and written English and Chinese (including Mandarin).
• Candidates with less experience will be considered as Assistant Relationship Manager. 

We offer competitive package to the right candidates. Interested parties please send your resume with current & expected salary by clicking “Apply Now” button.  

All information provided by applicants will be treated in strict confidence and handled confidentially for recruitment purpose only. Applicants who are not contacted within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months.

 *We do not accept solicitations from recruitment agencies*