中国民生银行财富经理岗 - 零售银行(私人银行/财富管理)

工作描述

截止日期：2026-10-31

工作职责
Relationship Manager – Retail Banking (Private Banking/Wealth Management)
1. Manage customer segments and portfolio for high-net-worth clients in Hong Kong and cross-border referrals from Mainland China’s branches.  Provide wealth planning and comprehensive overseas asset allocation solutions according to their needs.
2. Maintain customer relationships and deliver corresponding services in order to fulfill clients' financial needs.
3. Provide full range of investment and insurance products based on clients’ needs, such as overseas deposits, funds, insurance, offshore trust, etc.
4. Review clients' asset allocations regularly and provide appropriate financial recommendations and solutions.
5. Promote marketing activities and new product sales initiatives.
 
1. 开展客群经营和服务，围绕香港本地及内地转介跨境高净值客户需求，以客户需求为中心提供财富规划及海外综合配置解决方案；
2. 维护客户关系，提供相应金融及非金融服务以满足客户日常银行业务需求；
3. 根据客户需求配置全量财富产品，落地海外存款、基金、保险及离岸信托等产品营销；
4. 定期检视客户资产配…