Hong Kong Branch Relationship Manager (Private Bank - Wealth Management)
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About the role
This is a perm role for one of our banking client The candidate must be willing to work in the Hong Kong Office . Job Description Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions. Understand financial markets, investment products, and wealth management principles Recommend suitable investment products and solutions. Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization. Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performances Collaborate with internal teams to offer comprehensive financial solutions to clients Establish and maintain network of associations and organizations that can help advance the achievement of business goals Help the company meet its financial objectives through personalized financial planning Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices Works with Team Able to deal positively with change, being agile and resilient in addressing an ever-changing environment. Educational Qualifications: Bachelor's Degree graduate with at least 2- 5 years of extensive and proven experience in Private Banking Understanding of financial markets, investment products, and wealth management principles Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously Excellent interpersonal skills and the ability to build trust and rapport with clients Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset Good to have but not required HKMA / SFC Type 1 license and a Certified Private Wealth Professional Interested applicants, please click " APPLY NOW We regret to inform you that only shortlisted candidates will be notified. By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration. Joselito || EA Registration: R25126580
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