Relationship Manager (Private Banking & Wealth Management Department)
Core
Developing and managing a portfolio of high net worth customers by providing tailored wealth management solutions.
Role type
Relationship Manager (Private Banking & Wealth Management)
Builds
Tailored wealth management solutions for high net worth clients
Domain
Private Banking & Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, High net worth client servicing, Business development, Financial planning, Relationship building
Preferred skills
ECF qualification
Technologies
IIQAS, HKSI