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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 by providing asset allocation centered on client needs. Responsible for AUM and deposit growth, PWM account opening, product and interest income targets, plus internal referrals and compliance with regulatory requirements. Requires a bachelor's degree and three or more years of offshore private wealth management experience.

Core skills

Private Wealth ManagementAsset AllocationHigh Net Worth Client ServicingAUM GrowthProduct SalesRegulatory Compliance

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