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Recruit Ref: L0487021
Posting Date: 2019-12-03
SG Global Service Limited
Relationship Manager

Job Responsibilities :

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients' portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory and compliance requirements

To meet the challenge, you should have the following qualifications and attributes:

  • Degree holder
  • Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)

Attractive remuneration package will be offered to the right candidate. Interested parties please apply with your full resume with current and expected salary email to : recruit@shanggu-group.com


Summary
Industry:
Trading 
Job Position Level:
Middle 
Employment Term:
Full Time 
Min. Edu. Level Req:
Bachelor 
Total Working Exp:
4 or above 
Salary(HKD):
--
Benefits:
--
This job is already expired. Here to continue job search.
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