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Banking & Financial Services

AVP - Premier Relationship Manager (Wealth Management)

Job details

Location: Hong Kong
Salary: Negotiable
Job Type: Permanent
Discipline:
Reference: 81277_1745478368
Posted: about 3 hours ago

Job description

Our client is a renowned Foreign Retail Bank. They are looking for someone to join as a AVP - Premier Relationship Manager (Wealth Management).

Responsibilities

  • Deliver wealth management services to high-net-worth clients.
  • Promote a range of investment products (I&I) to achieve business objectives.
  • Offer marketing support to branch personnel.

Requirements

  • Bachelor's degree in Finance, Economics, or a related field.
  • At least 5 years of experience working with affluent clients.
  • Successful completion of HKSI and IIQE Licensing Examinations.
  • CFA or CFP qualifications are preferred.
  • ECF-RWM certification is an advantage.
  • Strong sales-oriented and results-driven mindset.
  • Proficient in written and spoken English, Cantonese, and Mandarin.

"Interested candidates, please send an updated CV to kelvin.lam@ charterhouse.com.hk