Main Responsibilities

- Provide wealth management services to target market
- Handle client relationships from perspective of providing tailored solutions
- Acquire wide range of product knowledge and continuous updates
- Keep abreast of updates on global investment market
- Groom junior Relationship Managers to support the business

Requirements

- University degree
- 5 years or above relevant experience in Private Banking
- Possess HKSI and IIQE qualifications
- Qualification in ECF is preferred
- Possess CPWP certification or pass in relevant papers
- Sales and customer oriented, with strong communication and interpersonal skills
- Proficiency in both written and spoken English and Chinese; fluency in Putonghua is required
- Candidate with more experience will be considered as Team Head
- The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement.<...