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.

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Expected salary:

Location: Hong Kong

Job date: Thu, 14 Nov 2024 08:24:39 GMT

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