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ref:OL02039785Post Date 16-Jun-2025
Osmium Consulting Group Limited
 

 

( Assistant ) Relationship Manager - Private Wealth Management

Responsibilities :

    • Responsible for developing and maintaining relationships with different kinds of clients in HK

    • Develop and implement business strategies and tactics, including new projects and products for the Department with an aim to grow the high net-worth customers proposition and generate revenues from products and services

    • Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs

    • Coordinating and communicating with different internal channels to support clients prospecting

    • Other work and hoc tasks when necessary assigned by the supervisors and managers.

Requirements : 

    • Bachelor Degree or above 

    • At least 5 years of solid experience in leading a private wealth management team 

    • Strong connection in acquiring high network customers

    • Strong communication skills and proficient in Putonghua and English. 

    • Team-oriented, collaborative and comfortable working in influencing role.

 


 

 


Tags for this job:

    • Industry
    • Human Resources Management

    • Job Function
    • Banking & Financial Services : Corporate Banking

      Banking & Financial Services : Financial Services

      Banking & Financial Services : Investment

      Banking & Financial Services : Others

      Human Resources : Others

    • Qualification
    • Bachelor Degree
    • Working Experience
    • 5 year(s)
    • Location
    • Central

    • Salary
    • Not mentioned
    • Employment Type
    • Full Time

    • Benefits
    • Not mentioned

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