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Relationship Management - VP

Job title: Relationship Management - VP
Contract type: Permanent
Location: Hong Kong
Specialisation:
Salary: $0 - $0
Reference: PR/080620
Contact details: Ping Ping Wong
Contact email: pingping.wong@jac-recruitment.com
Job published: October 29, 2021 11:23
COMPANY OVERVIEW
Our client is looking for a RM under its Wealth Management team.


 
JOB RESPONSIBILITIES
  • To be a team member of International Wealth Management Department
  • To be responsible for identifying, developing and maintaining major client relationships and advising them on their investments according to their requirements after assessing their needs, desires and risk profiles
  • To conduct regular reviews on clients’ accounts and portfolios
  • To ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking, Wealth Management and Securities services are strictly complied
 


JOB REQUIREMENTS
  • University graduate, with a minimum of 5-8 years relevant of experience and proven track record in banking, preferable in Private Banking, Wealth Management
  • Passed the Hong Kong Securities Institute Licensing of Examination or qualification of Certified Private Wealth Professional is preferred
  • Good knowledge of credit, risk control and investment products.
  • A team player with good marketing, leadership and interpersonal skills
  • Strong presentation and communication skills
  • Good command in both written and spoken English and Putonghua/Mandarin is an advantage (for Chinese candidates)
  • Good command in both written and spoken English and Japanese is an advantage (for Japanese candidates)


Personal data collected will be used for employment-related purposes only. We regret to inform that only shortlisted candidates will be notified.