CareerPlan

客户经理岗(金葵花)- 私人财富管理部

Hong Kong, Hong Kong, HKFull-time2026-06-29 → 2026-11-07

Core

Build and maintain client relationships to provide solutions for offshore financial service needs, coordinate with domestic branches and private wealth centers, sell financial products, and identify potential clients for the Private Wealth Management Center.

Role type

Client Manager (Gold Sunflower) in Private Wealth Management

Builds

Offshore financial service solutions and financial products

Domain

Banking, Private Wealth Management

Deliverable

client delivery

Required skills

relationship management, product sales, client acquisition, cross-regional coordination, English fluency, Mandarin fluency

Preferred skills

ability to travel to mainland China

Technologies

N/A

Responsibilities

Establish and maintain client relationships, coordinate with domestic branches and private wealth centers, complete financial product sales, identify and refer potential clients to the Private Wealth Management Center

Seniority

Entry to Mid-level, 1+ years experience