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

CAREER STORY PTE. LTD.

Hong Kong, HK
Bachelor's degree required
2-5 years private banking experience
High-net-worth individual client management
The role involves profiling clients to understand their motivations, investment needs, and financial objectives to provide tailored wealth management solutions

Job Summary

  • The role involves profiling clients to understand their motivations, investment needs, and financial objectives to provide tailored wealth management solutions.
  • Candidates must stay updated with market trends, economic developments, and regulatory changes to offer accurate and timely advice to clients.
  • The position requires collaborating with internal teams to establish a network of associations that advance business goals while maintaining ethical conduct.

Matching Summary

Match Score: 85

The role involves profiling clients to understand their motivations, investment needs, and financial objectives to provide tailored wealth management solutions.

Skills & Requirements

Must-have

  • Bachelor's Degree required
  • 2-5 years private banking experience
  • High-net-worth individual client management
  • Financial market and investment product knowledge
  • Proactive wealth management solution delivery

Nice-to-have

  • Ability to build trust and rapport with clients
  • Strong analytical and problem-solving abilities
  • Agile and resilient in changing environments
  • Experience serving unique wealth management needs
  • Innovative financial solution development

Key Requirements

  • Bachelor's Degree graduate
  • 2-5 years extensive private banking experience
  • HKMA / SFC Type 1 license (preferred)
  • Certified Private Wealth Professional (preferred)

Work Rights

Must be willing to work in the Hong Kong Office

Tailored Resume

Cover Letter