Associate Director, Private Wealth (EAM)

A fast-growing is currently seeking experienced Relationship Managers to join our team and contribute to our business growth in external asset management services. If you possess front-line experience in banking, asset management, or have a strong background in customer service, we invite you to become a part of our team. The company is committed to providing comprehensive training and support to foster your professional development.

Responsibilities:

• Foster and cultivate long-term relationships with a high-net-worth portfolio of clients.

• Manage clients' overall wealth by assessing their financial needs and providing tailored solutions, including but not limited to investments, insurance, and other banking products.

• Demonstrate genuine curiosity to identify prospective financial needs of clients.

• Refer potential clients to other appropriate business units when necessary.

• Achieve individual sales targets.

• Adhere to local and global compliance standards, fulfilling audit requirements and maintaining quality assurance.

• Uphold operational integrity and business principles as required.

Requirements:

• Bachelor's degree holder in economics & finance, business management & any related disciplines

• HKSI Paper 1, 7 & 8 and IIQE Paper 1, 2 & 3

• Minimum of 3-5 years of relationship management experience in the banking or asset management industry.

• Advanced knowledge of financial markets, encompassing both investment and insurance.

• Strong sales and communication skills.

• Customer-centric mindset with a commitment to delivering quality service.

• Demonstrated maturity and independence, with the ability to work under pressure.

• Proficiency in both verbal and written English and Cantonese; Putonghua is a definite plus.

• Candidates without banking background or with less experience may be considered for the position of Assistant Director and with rich experience be considered as Director Level

• Candidates under TTPS (高端人才通行證計劃) or QMAS (香港優秀人才入境計劃) are welcome.

Benefits:

• Our client provides a rewarding career path in the dynamic field of wealth management to help you develop professional growth and success.

• Competitive package with quarterly incentives and year-end bonus.

• Group Medical insurance

• Annual leave and birthday leave.

• Additional leave entitlements, including marriage and maternity/paternity leave.

Interested parties please send your resume in word format with current & expected salary and notice period to dickson@hkjobc.com. For details, please feel free to contact Dickson at 5428 7949.