Private Wealth Management Manager

Responsibilities

• Building tight relationship with VIP clients to complete team AUM and revenue target
• Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
• Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level

Requirements

• Bachelor's degree or above, preferably in Finance, Economics, or a related field
• A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector
• Excellent command of spoken and written Cantonese and Mandarin , with proficiency in English an advantage
• High level of customer-centric mindset to deliver exceptional quality services for customers
• Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance
• SFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage
• Willing to base in Shenzhen is an advantage