Analyst / Associate, Clients Relationship Manager, Wealth Management

Job title: Analyst / Associate, Clients Relationship Manager, Wealth Management

Company:


Job description: Job Highlight

  • Wealth Management Clients Relationship Management
  • Minimum 1 year wealth management or clients relationship working experience
  • SFC license holder

Job Responsibilities

  • Strengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services;
  • Supporting senior sales to bring in new client resources, establish and maintain long-term relationship with the new clients;
  • Formulate appropriate solutions and provide suitable financial products and services to meet the clients’ wealth management needs and risk appetite; Monitor clients’ portfolio and provide financial consultant to client;
  • Perform ad-hoc duties as assigned by supervisor or management.

Requirements

  • Degree holder in Business, Finance or related discipline(s);
  • Minimum 1 year of relevant experience in wealth management, previous experience in private bank / wealth management or HNW clients focus is highly preferred;
  • Good command of written and spoken English and Chinese (Cantonese and Putonghua Bilingual preferred);
  • Familiar with stock markets and financial products;
  • Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks;
  • SFC license holders(or passing relevant test);
  • Client resources preferred.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Expected salary:

Location: Hong Kong

Job date: Wed, 12 Mar 2025 08:24:22 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (jobsnear.pro) you saw this job posting.Thanks&Good Luck

yonnetim

Share
Published by
yonnetim

Recent Posts

Senior Partner, Ad Partner Management, Walmart Connect – International Agency Partnerships

Job title: Senior Partner, Ad Partner Management, Walmart Connect - International Agency Partnerships Company: Walmart…

15 minutes ago

Forensic Manager Data Analytics

Job title: Forensic Manager Data Analytics Company: KPMG Job description: Job Description ManagerData AnalyticsSummary of…

21 minutes ago

Procurement Controller

Job title: Procurement Controller Company: Nestlé Job description: Position snapshot Location: Kuala Lumpur, Malaysia Company:…

32 minutes ago

Product Manager Invoice Processing (m/w/d)

Job title: Product Manager Invoice Processing (m/w/d) Company: DIG GmbH Job description: Wir, die DIG…

33 minutes ago

Senior Talent Acquisition Specialist (Contract)

Job title: Senior Talent Acquisition Specialist (Contract) Company: PartnerRe Job description: Company DescriptionPartnerRe is a…

44 minutes ago

Transaction Manager

Job title: Transaction Manager Company: Dexus Job description: Dexus (ASX: DXS) is a leading Australasian…

45 minutes ago

This website uses cookies.