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Relationship Manager, Private Banking (Mandarin Speaking)

Job Seekers Hong Kong SAR China Financial Services Front Office Financial Services - Private Banking

Job Summary

  • Hong Kong
  • Permanent
  • BBBH766812
  • Feb 04, 2021
  • Competitive
Job Description

Investment Consultant with Wealth Management Background.

My client is a Chinese Wealth Management Department looking for a seasoned RM to serve their HNW clients.


-Provide wealth management services to high net worth individual clients

-Maintain and develop relationships with clients by providing regular updates, inquiries service

-Provide investment recommendations and cross-sell the products to High net-worth clients on financial needs with the product base of Equity, Fixed Income, Funds, etc.

-Inform clients on potential risks of investment and solutions guidance

-Ensure full compliance with internal and external requirements on relevant regulated activities


-2-5 years working as Sales of Equity or RM in Private Banking

-Fluent Mandarin and English

-Products knowledge of common High net-worth clients' preference e.g. Equity, Fixed Income, Funds


Consultant Details

Consultant Details

Serena Poon
  • Senior Consultant | Financial Services Front Office Recruitment
  • 3907 3913