1 / 6

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.

lucus
Download Presentation

Job Research

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related