Position Overview:

We are seeking a high-caliber professional to join our Private Wealth Department as a Relationship Manager. This role is vital for developing and managing a portfolio of private banking and high-net-worth clients.

Principal Responsibilities:

• Develop and manage a diverse portfolio of private banking and high-net-worth customers.
• Provide investment advice and deliver premium service while executing client orders.
• Analyze investment portfolios, monitor performance, and recommend necessary reallocations.
• Manage credit quality and monitor exposure within customers’ loan portfolios.
• Cultivate and grow your own assets under management.

Requirements:

• Bachelor’s degree in a related discipline or relevant qualifications such as CFP or CFA.
• Holder of SFC and IA licenses.
• Minimum of 6 years of banking experience with strong knowledge of investment products.
• Strong sales orientation and the ability to perform effectively under pressure.
• Excellent communication skills, with a capacity to embrace change and overcome challenges.
• Resilience in facing difficult situations and a commitment to self-improvement.
• Strong interpersonal, analytical, and relationship management skills.
• Proficiency in both written English and Chinese; fluency in Putonghua and other dialects is a plus.
• A high level of customer-centricity with a dedication to delivering exceptional service.
 

Join Us:

If you are a motivated individual with a passion for wealth management and a commitment to client service, we invite you to apply for the Relationship Manager position in our Private Wealth Department. Candidates with less experience will also be considered for this role.