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Job Research

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. E ach client is assigned one manager F or High Net Worth (HNW) individuals, corporate clients. General Job Nature.

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Job Research

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

  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

  3. General Job Nature • provide personalized service tocustomers • promote various investment and banking products • Bank loan • Managing clients’ portfolio • Assessing clients’ financial situation • Control clients’ credit quality

  4. 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

  5. The expected career path Starting career Mid-career Relationship manager / Senior relationship manager Assistant Relationship Manager

  6. Expected salary • HK$9,000 – 10,000

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