Relationship Manager (Private Banking & Wealth Management Department)

岗位职责
Job Description

Developing and managing portfolio of high net worth customers by providing tailored wealth management solutions

Actively explore and identify business opportunities with resources given

Build strong and trustworthy relationships with existing and new customers

岗位要求
Requirements

Degree holder in Business Administration, Finance or related discipline

Minimum 3 years' solid experience in serving high net worth customers and portfolio management

Qualifications in IIQAS and HKSI

Strong interpersonal skills

Fluency in English and Cantonese, Putonghua will be an advantage

Qualification in ECF is preferred