Private Wealth Relationship Manager We are now opening a new Private Wealth Division which aims at providing a one-stop wealth management solution to high net worth clients and we are inviting experienced wealth managers to join this new division and explore the enormous business development opportunity.

Responsibilities：

• Develop and maintain a portfolio of high net worth clients by providing a wide range of wealth management services
• Identify and source new opportunities for AUM growth and client acquisition through business development, referral partnership and networking activities
• Conduct regular client reviews, identify their financial needs, provide customized investment asset allocation, risk management, estate planning and ideally, manage the client’s holistic financial affairs
• Work closely with the investment team to promote the company’s discretionary portfolio services

Requirements：

• Preferably a Degree holder or equivalent
• Minimum of 5 years of experience in banking or wealth management industry
• Proven track record of managing and growing a portfolio of HNW clients
• Strong sales and relationship management skills
• Strong knowledge of investment and insurance products
• Possess qualifications under SFC for marketing investment products
• Good command of written and spoken English and Chinese

We Offer：

• Fixed monthly income + attractive profit-sharing compensation
• Subsidy for professional examination
• Excellent career advancement

If interested, please email your CV to [email protected]。 All personal information will be kept in strict confidence and will be used for recruitment purpose only.