Your new company

We are working with multiple banking, securities and multi-family office clients for Private Banking / Wealth Management Relationship Manager. Our clients include top-tier Chinese private banks, European private banks, multi-famliy office and EAM.

Your new role

• Establish new business contacts and expand the business portfolio of HNW clients
• Achieve business targets which is assigned by management.
• Provide investment advisory services to HNW clients and offer tailored solutions.
• Manage clients' portfolios by offering advisory services and executing trading orders.
• Sell and cross-sell investment, FX, and securities products.

What you'll need to succeed

• University Degree in Business Administration, Finance, Economics or relevant discipline
  
• Minimum 5 years private banking/ wealth management experience or equivalent, PRC experience is an advantage
  
• Holder of professional qualifications such as ECF-RWM, CPWP, CFMP, FRM, CPA and CB will be an advantage
  
• Good communication and interpersonal skills
  
• Good written and spoken English and Chinese, including Mandarin

What you need to do now

If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [via CTgoodjobs Apply Now] or contact 2230 7451.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.