This is a perm role for one of our banking client
The candidate must be willing to work in the Hong Kong Office.

Job Description

Understand client preference by profiling, probing and assessing clients background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
Understand financial markets, investment products, and wealth management principles
Recommend suitable investment products and solutions.
Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients
Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization.
Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions
Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performances
Collaborate with internal teams to offer comprehensive financial solutions to clients
Establish and maintain network of associations and organizations that can help advance the achievement of business goals
Help the company meet its financial objectives through personalized financial planning
Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices
Works with Team
Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.

Educational Qualifications:

Bachelor's Degree graduate with at least 2- 5 years of extensive and proven experience in Private Banking
Understanding of financial markets, investment products, and wealth management principles
Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
Excellent interpersonal skills and the ability to build trust and rapport with clients
Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset

Good to have but not required

HKMA / SFC Type 1 license and a Certified Private Wealth Professional

Interested applicants, please click

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Joselito || EA Registration: R25126580

Relationship Manager for Hong Kong Branch (Private Bank |Wealth Management)