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Relationship Manager, Private Wealth Management

Noah International (Hong Kong) Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-19
  • Career Level:Middle
  • Location:Causeway Bay
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Private Banking  Wealth Management  Asset Management
  • Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

Scope of Responsibility:

  • Acquire full range of product knowledge and continuous updates
  • Keep learning of global investment market, especially private banking sector
  • Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them
  • Handle client’s relationship from professional perspective of providing tailor-made solutions
  • Perform client portfolio review on a regular basis

 Skills / Qualifications:

  • Bachelor’s Degree in Finance, Business or related discipline, overseas education experience is preferred
  • Minimum of 5 years’ experience in private bank or wealth management sector
  • Carry out analysis to identify opportunities for expanding customer base and improving sales
  • Solid understanding of financial markets and products, especially in private equity fund
  • Strong interpersonal and communication skills
  • Independent, resourceful, result-oriented
  • Excellent verbal and written communication skills – Mandarin is a must

If you are ready to challenge yourself in a performance-driven and dynamic culture that recognizes and rewards talent, we would like to meet you. We are an equal opportunity employer. Our application process is completely secure and confidential. When you submit your credentials, we will review your application, examine your qualifications. We will contact you to pursue a conversation if your background and skills align with our firm’s needs.

Company Info

Noah International (Hong Kong) Limited (“Noah Hong Kong” or “Noah HK”) is a subsidiary of Noah Holdings Limited (NYSE: NOAH) (06686.HK) (“the Group”) and is managed by experienced senior management and professional specialists. We are rooted in Hong Kong with the eyes on the global market, connecting the globe with the most updated financial information and offering the high-net-worth individuals, family offices, and corporations from China with full range of global asset allocation, family wealth inheritance, and other financial services. Noah Holdings (Hong Kong) Limited as part of Noah HK, is regulated by the Hong Kong Securities and Futures Commission with Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses since 4th January, 2012. We are the overseas platform of financial product selection and structuring for the Group. Currently, the offshore financial products offered by Noah HK are categorized into 5 categories: Credit Fund, Secondary Market, Real Estates, Private Equity, and Cash Management. We design and advise suitable investment products for clients based on their needs in the global financial market. We work closely with leading fund managers in order to minimize the concentration risk of client portfolio and assist clients to achieve global asset allocation.

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