Chinese Private Bank - Relationship Manager 55k
Full time
at Hays
in
Hong Kong
Posted on May 8, 2024
Job details
Relationship Manager, Private Banker, Chinese, Private Bank 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
- 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
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