Job Research 10. Assistant relationship manager/ wealth manager Group 2.

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Presentation transcript:

Job Research 10. Assistant relationship manager/ wealth manager Group 2

General Job Nature Relationship Manager is a “contact person” assigned by the bank to each client. Each client is assigned one manager For High Net Worth (HNW) individuals, corporate clients

General Job Nature provide personalized service to customers promote various investment and banking products –Bank loan –Managing clients’ portfolio –Assessing clients’ financial situation –Control clients’ credit quality

Basic Skills and Special Skills Fundamental financial knowledge (eg: CAPM, risk management) Broad knowledge of different financial product Strong self-motivation and ability to work under pressure  Good communication, interpersonal and analytical skills Proficiency in both English and Chinese

The expected career path Assistant Relationship Manager Relationship manager / Senior relationship manager Starting careerMid-career

Expected salary HK$9,000 – 10,000