Relationship Management - VP

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

  • 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

  • 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.