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Relationship Manager, Wealth Management (Northern Region)

Job Information

  • Post Date:2024-05-16
  • Location:Central
  • Employment Type:Full time
  • Others:Relationship Manager
    Wealth Management
    Team Expansion
  • Job Function:Banking  Corporate  Institutional  

Job Description

Responsibilities:

  • Develop customer relationships and explore business opportunities within the high net worth segment in Northern China 
  • 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
  • Coordinate and build up the relationships within the entities in Ping An Group and fully utilize the internal and external resources as well as the channels of the Group  
  • Perform tasks in accordance with regulatory and compliance requirements

Requirements:

  • Degree holder in BBA or related disciplines
  • Excellent interpersonal, communication and presentations skills
  • Determined individual who has a passion of private client service
  • Frequent travel to/Station at Northern China is required 
  • Proficient in both spoken and written English and Chinese (including Mandarin)

We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salary and date of availability to Human Resources Department. To apply for this position, please click “APPLY NOW” .

All applications will be treated in the strict confidence and personal data collected will be used for recruitment purpose only.

Company Info

Ping An of China Securities (Hong Kong) Co Ltd

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