Private Wealth Relationship Manager

• Developing and maintaining relationships with high-net-worth clients to provide tailored wealth management solutions.
• Identifying and pursuing new business opportunities to expand the client portfolio.
• Offering comprehensive financial planning and investment advisory services to clients.
• Collaborating with internal teams to deliver seamless banking services and products.
• Ensuring compliance with all regulatory requirements and internal policies.
• Monitoring client portfolios and providing regular updates on market trends and performance.
• Proactively addressing client needs and providing exceptional service to enhance client satisfaction.
• Preparing detailed financial reports and presentations for clients and stakeholders.

• A strong background in banking and financial services, particularly in private wealth management.
• Proven ability to build and maintain relationships with high-net-worth clients.
• Comprehensive knowledge of financial products, investment strategies, and market trends.
• Excellent communication and interpersonal skills to engage with diverse clients.
• A proactive and client-focused approach to delivering exceptional service.
• Relevant professional qualifications or certifications in financial services are preferred.

• Competitive salary package.
• Opportunities for career growth within a large organization in the financial services industry.
• Comprehensive benefits, including health insurance and retirement plans.
• Positive and professional work environment in a prime Hong Kong location.
• Access to ongoing training and development programs to enhance skills and expertise.

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