Relationship Manager

Job Description:

• Provide banking/professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
• Build up and maintain business relationships with the portfolio of customers;
• Formulate and execute sales and marketing strategies for wealth management and other products of the Group to achieve the sales targets;
• Perform investment portfolio analysis and provide re-allocation recommendation;
• Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios and achieve the investment objectives of customers;
• Formulate clients acquisition tactics through suitable sales strategy and execution of marketing event/sales activities to generate business;
• Full compliance with internal guidelines and external regulatory bodies.

Requirements：

• Preferably Degree holder or equivalent;
• Minimum 5 years experiences in wealth management serving HNW individual clients,
• Familiar with KYC and account documentation with solid knowledge of wealth management products;
• Knowledge of insurance products, bonds and funds will be a plus;
• Sales-oriented with good relationship building and customer service skills;
• Mature, independent and business oriented, with the ability to work effectively under pressure;
• Good command of written and spoken English and Chinese