Job ref no.: CT3120081-01#1699

Relationship Manager - Wealth Management

AMAC Human Resources Consultants

Negotiable Per Month


Relationship Manager - Wealth Management

  • University degree holder and with at least 5 years of experience in
Relationship Management or Investment Consultant capacity in the
private banking, preferably in the China market
  • Proven track record in investment product sales, revenue results and
assset gathering and growth
  • An Excellent communicator with client facing experience and strong
understanding of the needs and sensitivities of clients
  • Comprehensive knowledge of the full range of solutions and investment
products
  • Strong knowledge of local regulatory policies and guidelines
  • Resourceful, dynamic and attentive to details and capable of
multitasking in a fast paced environment
  • Good command of both English and Mandarin

Job Duties:
  • To join the the Wealth Management Department to expand current
businesses
  • Develop new prospective high-net-worth clients and meet sales targets
grow AUM through selling of investment products
  • Identify new business opportunities and product solute ons for
client's needs, based on view of the market and client's risk profile
and investment objectives
  • Update clients regularly on markets, portfolio performance, investment
opportunities
  • Work together with other teams in meeting all compliance, regulatory
risk management, operational and due diligence requirements
compliance with internal polici
Ref.A-47429
 

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