Relationship Manager – Private Wealth Management Department (PRC Bank)

Relationship Manager – Private Wealth Management Department (PRC Bank)

Responsibilities:

  • Responsible for the acquisition and relationship management of personal high net worth clients
  • Provide a broad range of banking and investment products and assist clients in portfolio planning to meet their financial needs
  • Provide financial planning solutions especially on saving, life and investment insurance protections to wealth management clients
  • Provide updated financial market information, professional advice and quality services to clients
  • Work closely and maintain a good relationship with other departments in the bank
  • Fulfill annual sales targets

Requirements:

  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the mainland Chinese market is a definite advantage
  • Holder of SFC Type 1 and Type 4 licenses
  • Good knowledge in wealth management products including a broad range of insurance products
  • Self-initiative and a strong team player
  • Good communication and interpersonal skills
  • Fluent in Putonghua, English and Cantonese
  • Frequent travel to Mainland China may be required
  • Holder of IIQE Paper I and III licenses is preferred
  • Certified Private Wealth Professional (CPWP) certification is preferred

Interested candidates please send your CV to suzanne.choi@levin.hk or contact us at 25200104.

40-60K

5

Degree

Central


Enquiry: 25200104

To apply for this job, please send your CV to suzanne.choi@levin.hk


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