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
• 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
• Candidates with more experience will be considered as Team Head