summary

hong kong
permanent
full-time

specialism
banking & financial services
sub specialism
corporate & commercial banking
reference number
91M0250330_8621438149748352631

job details

about the company.
Join a rapidly expanding and well-established insitutional bank with a strong presence in the region. Our client is committed to delivering exceptional wealth management solutions to their discerning clientele.

about the job.As a Relationship Manager, you will be responsible for managing and growing a portfolio of private wealth clients. This includes identifying and cultivating new business opportunities, providing expert advice on a range of financial products (investment, trust, insurance, portfolio management, and tax advisory), and ensuring adherence to all regulatory requirements. You'll work towards achieving challenging sales targets while maintaining the highest standards of client service.

skills & experiences required.

5+ years in private wealth management or a similar client-facing financial advisory role.
Deep product knowledge spanning investments, trusts, insurance, portfolio management, and tax advisory.
Proven track record in client acquisition, channel sales, and market development.
Bachelor's degree in finance or a related field.
Required licenses: HKSI Papers 1, 7 & 8, and IA IIQE Papers I & III.
Fluent in English, Chinese, and Mandarin (written and spoken).
ECF-PWM or ECF-RWM is a plus.

about the team.Be part of a dynamic and client-centric private wealth management team. You'll collaborate with experienced professionals dedicated to providing bespoke financial advice and building long-term relationships with high-net-worth individuals.

about the job.As a Relationship Manager, you will be responsible for managing and growing a portfolio of private wealth clients. This includes identifying and cultivating new business opportunities, providing expert advice on a range of financial products (investment, trust, insurance, portfolio management, and tax advisory), and ensuring adherence to all regulatory requirements. You'll work towards achieving challenging sales targets while maintaining the highest standards of client service.
...

skills & experiences required.

5+ years in private wealth management or a similar client-facing financial advisory role.
Deep product knowledge spanning investments, trusts, insurance, portfolio management, and tax advisory.
Proven track record in client acquisition, channel sales, and market development.
Bachelor's degree in finance or a related field.
Required licenses: HKSI Papers 1, 7 & 8, and IA IIQE Papers I & III.
Fluent in English, Chinese, and Mandarin (written and spoken).
ECF-PWM or ECF-RWM is a plus.

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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pearl chu

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pwm relationship manager.

job details

skills

qualifications

education

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the application process.

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getting you registered.

compliance check.

reference and background check.

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the interview.

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get in touch

pearl chu

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