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Relationship Manager - Wealth Management

Value Search Asia
Hong Kong, Hong Kong
Closing date
Jun 15, 2023

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
We have a few job openings in banking and wealth management to join their teams in Hong Kong.

You will be responsible for managing and developing relationships with HNW clients to build up AUM & revenue through offering various financial services such as Funds, Equities, Bonds, Insurance, etc. You will have regular meetings with clients to identify their updated financial needs and ensure and abide by the relevant KYC, Due Diligence, AML, and Cross border activities and compliance with policies, procedures, and regulatory requirements.

To be considered, you should be an SFC Type 1 & Type 4 license holder, and qualified for a technical representative under Insurance Authority is a plus. You should have at least 8 years of experience proven track record in acquisition success and extensive product and investment knowledge. Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication, and interpersonal skills. Fluency in English and relevant local language skills subject to the respective country teams.

To apply for this job

Contact: Teresa quoting job ref: VSA-1620

Telephone: 852 - 2525 8820


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