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Published byPeter Hines Modified over 9 years ago
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Job Research 10. Assistant relationship manager/ wealth manager Group 2
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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
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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
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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
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The expected career path Assistant Relationship Manager Relationship manager / Senior relationship manager Starting careerMid-career
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Expected salary HK$9,000 – 10,000
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