Relationship Manager, Private Wealth Management

Scope of Responsibility:

• Acquire full range of product knowledge and continuous updates
• Keep learning of global investment market, especially private banking sector
• Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them
• Handle client’s relationship from professional perspective of providing tailor-made solutions
• Perform client portfolio review on a regular basis

  Skills / Qualifications:

• Bachelor’s Degree in Finance, Business or related discipline, overseas education experience is preferred
• Minimum of 5 years’ experience in private bank or wealth management sector
• Carry out analysis to identify opportunities for expanding customer base and improving sales
• Solid understanding of financial markets and products, especially in private equity fund
• Strong interpersonal and communication skills
• Independent, resourceful, result-oriented
• Excellent verbal and written communication skills – Mandarin is a must

If you are ready to challenge yourself in a performance-driven and dynamic culture that recognizes and rewards talent, we would like to meet you. We are an equal opportunity employer. Our application process is completely secure and confidential. When you submit your credentials, we will review your application, examine your qualifications. We will contact you to pursue a conversation if your background and skills align with our firm’s needs.