Your new company
Our client is a newly set up Chinese private bank who is looking for a Relationship Manager to join their growing team in Private Banking department.
Your new role
- Develop and manage a portfolio of HNW/UHNW clients
- Identify investment opportunities and provide investment advice for HNW clients
- Develop investment strategies, conduct investment portfolio analysis and performance monitoring
- Perform regular client portfolio review and make recommendations for portfolio re-allocation
What you'll need to succeed
- 3- 5 years of experience in Relationship Management, preferable with connections in HNW clients
- Degree holder in Finance or related disciplines, CFA or CFP preferred
- Pass in HKSI licensing examination
- Good communication in sound knowledge in investment products
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to cherry.ho@hays.com.hk, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.
#1254861