Relationship Manager, Private Banking

Responsibilities:

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients’ portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory and compliance requirements

Requirements:

  • Degree holder in business administration, banking, finance or related disciplines with CPWP is a plus
  • Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Possess recognized insurance and securities licenses IIQE & HKSI qualifications under HKMA and HKSFC
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)

Interested parties please forward your CV in Word Format with current and expected salary to [email protected]
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