Relationship Manager – Private Wealth (HK/Taiwan/NRI) recruitment
Responsibility
- Created, organized and implemented a wealth management strategy designed to deepen relationships with existing clients.
- Proactively analyzed client needs; identified value added opportunities, and coordinated with product specialists to structure creative solutions. Offered full array of appropriate products to meet client needs.
- Maintained contact with client to revise account plan based on modified needs of client or changes in investment markets.
- Acted as client’s first contact point, responded to client requests and resolved account related problems promptly.
Requirements
- Degree qualification
- With existing network and portfolio highly preferable
- Minimum 2 years of relevant experience
- SFC license type 1, 4
To apply please click on the 'Apply online' button below or enter HK76372/MICC in the Keyword section of jobsearch.hk.hudson.com or contact Michelle Chan on +852 2919 6115 for a confidential discussion. Alternatively, email your resume to michelle.ky.chan@jobs.hudson.com quoting efinancialcareers - HK76372/MICC in the subject field. Interested parties are required to supply their valid HK ID No. or Passport No. (for overseas applicants).
Your interest will be treated in strict confidence and only shortlisted candidates will be notified.
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