Relationship Manager, Wealth Management (Reputable bank)

Company : Captiare Limited

Job Type : Full Time

Hong Kong

Number of Applicants

000+

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Job Description - Relationship Manager, Wealth Management (Reputable bank)

Our client is a reputable bank in Hong Kong currently undergoing a strategic expansion. To support this growth, they are seeking high-calibre Relationship Managers to join their wealth management teams and deliver premier financial services to a sophisticated client base.

Key Responsibilities:

Deliver Bespoke Solutions: Formulate and present comprehensive wealth management strategies (Investment & Insurance) to meet and exceed ambitious business targets.
Strategic Portfolio Analysis: Conduct in-depth financial health checks and portfolio reviews to identify evolving client needs and provide data-driven recommendations.
Client Advocacy & Acquisition: Cultivate enduring, trust-based relationships with high-net-worth clients while proactively identifying new market opportunities through targeted networking and cross-selling.
Market Compliance: Ensure all advisory activities align with the bank's internal standards and the regulatory requirements of Hong Kong's financial landscape.

Requirements:

Educational Excellence: Bachelor's Degree in Business, Finance, or a related discipline. Professional qualification in ECF-RWM is highly regarded.
Proven Track Record: At least 3 years of frontline sales experience within wealth management, with a demonstrable ability to promote a diverse suite of investment and insurance products.
Licensing: Fully qualified to carry out regulated activities (HKSI and IIQE) in insurance and investment.
Soft Skills: Exceptional interpersonal and communication skills, with a "client-first" mindset and the resilience to thrive in a high-performance environment.
Language Proficiency: Fluency in spoken and written English and Chinese, including Putonghua, is essential for engaging with a diverse clientele.

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Relationship Manager, Wealth Management (Reputable bank)

Job Description - Relationship Manager, Wealth Management (Reputable bank)

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