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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