Relationship Manager, Wealth Management (IANG and Fresh Graduate will also be considered)
Charison Co.
- Company Industries：Financial Services
Job Information
- Post Date：2020-04-02
- Career Level：Entry Level
- Location：Not Specified
- Yr(s) of Exp：1 years
- Qualification：Non-Degree Tertiary
- Salary：Salary provided
- Employment Type：Full Time, Permanent
- Job Function：Asset Management
Job Description
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
- Maintain good rapport with existing customers in order to explore new business opportunities in Hong Kong and China.
Requirements:
- Degree holder in BBA or related disciplines
- Minimum 1-2 years of relevant working experience in wealth management
- Strong portfolio of HNW Customers
- Proficient in both spoken and written English and Chinese (including Mandarin)
- Candidates with less experience will be considered as Assistant Relationship Manager
- Candidates with IANG Visa/ Spouse Visa would be an advantage
Company Info
Charison Company is committed to developing and recruiting young talent to support our growing business
in Hong Kong and China. Our business offering assets management, wealth planning, insurance services and financial planning services in Hong Kong.
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