International Personal Banking Ckient Manager

WallStone Partners & Company·Human Resources Management / Consultancy
Expired
Active within 7 days
HK$ *****
Bachelor
3 to 5 yrs exp
HK work visa available
5 days per week
HongKong

Job Description

*Join our team and become the bridge connecting high-net-worth clients around the world with exceptional wealth management services!

We are seeking a dynamic, customer-centered international personal bank customer manager. You will be responsible for providing professional wealth management services to our international personal bank customers, building and deepening long-term customer relationships, and achieving business goals.

Your main responsibilities:

  • Deep understanding and relationship maintenance: * Actively interact with high net worth international personal bank customers, deeply understand their wealth goals, risk preferences and all-round needs. Through regular wealth review, risk analysis and professional wealth planning advice, maintain and enhance customer loyalty.

  • Professional wealth management advice: * Based on a deep understanding of customers, provide professional investment and wealth management advice, and meet their personalized investment, wealth preservation and appreciation, and inheritance needs through diversified product allocation strategies.

  • Achievement of performance targets: * Actively complete the set customer management and asset size growth targets, effectively improve product penetration rate and customer wallet share.

  • New customer expansion: * Utilize multiple channels (such as customer referrals, market activities, etc.) to actively expand new international personal banking customers.

  • Exceptional customer experience: * While meeting the complex needs of our customers, we are always committed to providing efficient, professional and exceeding expectations.

Compliance and risk management:

  • Strictly comply with all KYC (Know Your Customer), AML (Anti-Money Laundering) and other relevant regulatory requirements and company policies.

  • In business decisions, carefully evaluate risks and prioritize maintaining company reputation and protecting customer and company assets.

We expect you to have:

  • Educational background: * Bachelor's degree or above, majoring in finance, business or related fields.

  • Industry experience: * Applicants with relevant wealth management or private banking work experience are preferred.

  • Customer relationship skills: * Have front-line customer service experience, and excellent skills in building and maintaining customer relationships.

  • Language ability: * Fluent Mandarin and English (written and spoken), those with basic Cantonese conversational skills are preferred.

  • Essential qualifications: * Hold all valid licenses required to sell related financial products in Hong Kong:

  • Under the Securities and Futures Ordinance, the first class (securities trading), the seventh class (providing automated trading services), and the eighth class (securities collateral financing) license.

  • Insurance Broker Qualification Examination (IIQE) Part 1, 2, 3 and 5 qualified.

*Join us, and you will get:

* Valuable opportunities for development in leading international financial institutions.

* Contact global high net worth client groups and provide professional wealth management services through this platform.

* Competitive salary and benefits, as well as career development paths.

*Apply now and start a new chapter in your international finance career!

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WallStone Partners & Company
WallStone Partners & Company·Human Resources Management / Consultancy
WallStone Partners is a Hong Kong based HR Consultancy Firms dedicated in providing a wide range of services and diversified expertise to its clients. Our firm is owned by a team of seasoned business professionals each in their own field of expertise. Together, along with our senior consultants, we’ve built strong relations with our clients in addition to a proven track record in multiple industries. With strong business acumen, fully conversant with commercial practices we strive to deliver our best service at all times. Attention to detail, coupled with strong work ethics, WallStone is committed in providing the best possible solution dedicated to our client’s success. WHY WallStone? WallStone has been dedicated to excellence in providing One Stop HR solutions to the international companies with operations based in Hong Kong & Asia. Our reputation is based on our successful track record, creative and consultative approach, and commitment to quality, integrity and professionalism as well as an ability to develop enduring, effective working relationships with both clients and candidates. * One Stop HR Solutions * Salary Index/ Market Information * Professional Consultants * Teamwork is the Key to Our Success * Stable Employees with Periodic Training Service Outline: - Placement Services & Executive Search - Outsourcing Solutions - Project Management - HR Administration outsource Service
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