Wealth Management Relationship Manager

• Provide the full suite of wealth management and banking services to corporate and individual clients
• Explore and develop long-term relationship with clients
• Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Appropriately map and provide suitable financial products and services to meet clients' needs, including but not limited to the provision of Investment, Insurance, MPF and IPO/Margin Financing……
• Ensure all work activities are adhered to compliance requirements as defined in group policies and procedures and regulatory requirements

• Minimum 5 years' relevant experience in banking with at least 3 years of wealth management experience
• Qualified individual to carry out regulated activities (Type 1)
• Strong self-motivation with outgoing personality and ability to work independently
• Good communication skills and experience on portfolio management with HNW clients

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a relationship manager?
• How many years' experience do you have in a wealth management?

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