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Private Wealth Relationship Manager - SVP / Director

ADECCO

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-10-13
  • Career Level:Senior
  • Location:Central
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Private Banking  Wealth Management

Job Description

Our clients, a Hong Kong listed PRC background financial institution with a strong client base is  looking for professional Private  Bankers to join their Hong Kong / China Private  Wealth team.

 Responsibilities:

  • To develop a strong client base of High Net Wealth clients through company’s client base and your own network
  • Market and promote investment products such as equities, insurance, bonds, funds, ELN, FCN etc…
  • Closely monitor clients' portfolios and formulate appropriate solutions to meet the client’s investment needs and expectations
  • Collaborate with Investment Consultant and Product Team to understand the needs of the clients and the most updated product information
  • Comply fully with all regulatory bodies, making sure all KYC/AML rules and regulations are well applied during and after client onboarding.

Requirements

  • Degree holder in Business Administration or related disciplines
  • Minimum 3 years experiences in the private wealth industry
  • Holder of SFC license for Types 1, 4 regulated activity 
  • Good knowledge in insurance products, bonds, funds and other wealth management products;
  • Good command of written and spoken English and Cantonese and Putonghua
  • Candidates with less experiences will be consider as Junior Relationship Manager( IANG Visa welcome)

Company Info

Adecco is a leading human resource solutions company in Hong Kong with general staffing and specialties division. Our comprehensive range of services includes temporary & contract staffing, permanent recruitment, outsourcing, executive search, leadership development, career management & outplacement services.

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