Private Wealth Management Relationship Manager serving high-net-worth clients, with responsibilities for asset allocation, business growth and income targets, cross-border coordination, client satisfaction and compliance. Requires a bachelor's degree and 3+ years of overseas private wealth management or 5+ years retail wealth management experience. CFA/AFP/CFP preferred; HKMA MRC vetting may apply.
Core skills
Private wealth managementHigh-net-worth client servicesAsset allocationPrivate banking market and product knowledgeAUM and deposit growth managementPWM account opening
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