Relationship Manager, Private Banking

3 weeks ago


Central And Western District, Hong Kong SAR China International Executive Service Corps Full time
Reporting to Deputy Regional Head, you will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.Job Responsibilities :Originate, develop and maintain client relationships within the high net worth segmentUnderstand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetiteProvide banking services and execute transactions for clients on a timely and effective mannerMonitor clients' portfolio and provide timely update to clients as appropriatePerform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer detailsOriginate, develop and maintain relationship with business partners and assist in the development of marketing and business related projectsPerform tasks in accordance with regulatory and compliance requirementsTo meet the challenge, you should have the following qualifications and attributes:Degree holder with CPWP is a plusMinimum 4 years of relevant working experience in banking industry or investment business serving high net worth customersSound knowledge of wide range of banking and investment productsExcellent selling, relationship building and interpersonal skillsStrong self-initiative and able to work under pressureProfessional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalentGood command of both written and spoken English and Chinese (including Cantonese and Putonghua)

Please note that only shortlisted candidates will be notified.

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