• Competitve
  • Shenzhen, Guangdong Sheng, China
  • Permanent, Full time
  • CreditEase
  • 2019-04-24

Senior Relationship Manager

Focusing on new business development as well as deepening existing relationships with HNWI clients.

Job description

 Responsible for providing access to cutting-edge products and services for HNWI and UHNWI individuals and families from mainland China;

Focusing on new business development as well as deepening existing relationships;

Advising clients on asset allocation. Travelling as necessary to meet clients and new prospects;

Working closely with IC, compliance and execution teams.

Qualifications

Degree holder in Banking, Finance or related disciplines;

Minimum of 5 years experience in a similar role;

Broad knowledge of financial products and services, including stocks, funds, insurance, immigration, private trust and so on;

Talent for client acquisition and client service. Experience on servicing mainland clients preferred;

Solid collaboration, influencing and negotiation skills;

Strong interpersonal and communications skills;

Fluent in Mandarin.

 

Location: Hong Kong/ Mainland China