K
Responsibilities
- Manage and deepen relationships with affluent and high-net-worth clients.
- Provide comprehensive wealth advisory services covering investments, insurance, deposits, FX, structured products, and estate planning solutions.
- Identify clients' financial objectives and deliver tailored wealth management strategies.
- Conduct regular portfolio reviews and proactive market updates.
- Achieve assets under management (AUM), revenue, and client acquisition targets.
- Collaborate closely with investment specialists, insurance consultants, and product partners to deliver holistic solutions.
- Develop business through referrals, networking, and existing client relationships.
- Degree holder in Finance, Business, Economics, or related disciplines.
- Proven experience in Private Banking, Private Wealth Management, Retail Banking Wealth Management, or Financial Advisory.
- Strong knowledge of investment and insurance products.
- Relevant licensing qualifications (HKSI / IIQE)
- Excellent communication, relationship-building, and business development skills.
- Self-motivated with a strong client-centric mindset.
- Fluency in Chinese and English
ManpowerGroup Greater China Limited started its business in Hong Kong and Taiwan in 1997. Since that time, it has accelerated its market expansion and...
More Jobs From Manpower
Manpower
Hong Kong
Manpower
Hong Kong
Manpower
Hong Kong
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.More Jobs Like This
CMB Wing Lung Bank
Hong Kong
CMB International Capital Corporation Limited
Hong Kong