VP, Relationship Manager, China Market (Client Provided)

Captar Partners
Hong Kong, Hong Kong
HKD80000 - HKD1000000 per annum
Jun 02, 2021
Jul 02, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • Great client base provided
  • Well-reputed European private bank
  • Great salary increment

company overview.
This well-reputed European private bank is looking for seasoned relationship manager in VP grade to join their China market due to great success in their business last year. You will be joining a team of 4 with client/AUM provided.

job scope.
As the VP, Relationship Manager in China market in a well-reputed European private bank, your key responsibility will be to:
  • Provide appropriate investment advice in line with the Bank's policy and asset allocation
  • Active monitoring of client investment portfolios and collateral situations
  • Ensure consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients' preference
  • Work in a team to develop and deliver comprehensive wealth management solutions for clients
  • Acquisition of new client relationships through own network and deepening existing client relationships
  • Grow revenue, increase Asset Under Management of portfolio and increase inflows of Net New Money, achieving growth by leveraging brand, channels and network
  • Develop and implement new marketing strategies in conjunction with the Group/Team Heads
  • Compliance with all internal, applicable and relevant policies, guidelines and laws & regulations
  • University degree in a related discipline, professional qualifications such as CFA, CFP or CFMP is preferred
  • Relationship management experience in the private banking sector
  • Proven track record in asset gathering, asset growth and revenue generation
  • Excellent communication and negotiation skills in client servicing
  • Excellent understanding of financial markets and products with the ability to provide strong financial and statistical analysis
  • Fluency in Mandarin, English and Cantonese is a must

If you're interested in this role, please click 'apply now'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Private Banking Front Office, please contact Cathleen Chen at +852 3653 5247 or via cchen@captarpartners.com

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