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Open nowFirst seen 4 days ago

Associate Director, Private Wealth (EAM)

Hong Kong Job Consulting220 open roles

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Your applicationOpen nowAssociate Director, Private Wealth (EAM)Hong Kong Job Consulting

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Hong Kong Job Consulting's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

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 [email protected]. For details, please feel free to contact Dickson at 5428 7949.

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