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China Merchants Bank Co., Ltd., Hong Kong Branch

私人财富管理客户经理岗 - 私人财富管理部

Central, Central and Western DistrictSales

About the role

FinEx AI summary

Serve high-net-worth clients with asset allocation, achieve scale indicators such as net growth in private clients and AUM deposits, and meet financial targets including product sales and interest income. Collaborate on promotional activities and ensure regulatory compliance. Requires a bachelor's degree, 3+ years in private wealth management or 5+ years in retail banking wealth management…

Core skills

Private Wealth ManagementRetail Banking Wealth ManagementAsset AllocationHigh Net Worth Client ServicePrivate Banking Market KnowledgeProduct Knowledge

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