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Job Title Relationships Manager - Private Wealth Management
Reference Code EK-0314/2021
Job Summary
Our client is a PRC Bank and they are looking for high caliber candidate to join the bank. - wealth management products - SFC & IIQE licenses - travel to mainland China
Job Description
Responsibilities: - Provide financial planning solutions mainly on saving, life and investment insurance - protections to wealth management clients - Provide a wide range of banking and investment products and support clients in portfolio planning to meet their financial needs - Responsible for the acquisition and relationship management of personal high net worth clients - Provide updated financial market information, professional advice and quality services to clients - Accomplish annual sales targets - Assist the Head of Private Wealth Management to develop and implement Bancassurance business - Keep a good relationship with other departments in the bank
Job Requirment
Requirements: - University degree holder in Finance, Economic, Business or relevant disciplines preferred - Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking sector, experience in the mainland Chinese market a definite advantage - Excellent knowledge in wealth management products including a wide range of insurance products - Holder of SFC Type 1 and Type 4 licenses & IIQE Paper I and III licenses - Certified Private Wealth Professional (CPWP) certification is preferred - Good communication and interpersonal skills - Self-initiative and a strong team player - Fluent in Putonghua, English and Cantonese - Frequent travel to mainland China is required and those who have well-built network in Mainland China is highly preferred
Application Detail
Interested parties, please send your CV (in MS Word format) with availability, current & expected salary and contact phone number to [email protected] with a copy to [email protected] *All personal information collected will be treated in strict confidence and used for recruitment purpose only.
Post Date (YYYY/MM/DD) 2021/07/07
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