Team Head, Client Relationship Management, Private Banking
3 months ago
- Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tailor-made Private Banking services.
- Explore potential Private Banking clients, increase HNW clients market share, actively perform cross-selling, in order to improve the clients' portfolio
- Lead and provid the supervisory over a group of Relationship Managers by providing coaching and leadership on client acquisition and client management to build the sustainable business growth and achieve goals predetermined by Senior Management.
- Degree or above, with BBA, Marketing, Economic, Statistic, or Financial Management are preferable
- Minimum of 5 years relevant experience in financial services, with at least 3 years of which on client management is preferable.
- Sound knowledge in investment and insurance business, banking operation, risk management and business practices
- Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately
- Possess on qualification in HKSI (Type 1 &4), ECF-CPWP, CFA, CFP, CFMP preferred
- Proficient in rules and regulations for Local requirement from customer KYC, portfolio management solution and risk matters.
- Excellent communications and presentation skills with food command of English and Chinese in both spoken and written including Putonghua
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Relationship Manager
2 months ago
Hong Kong, Hong Kong SAR China Elysian Executive Solution Full timeRelationship Manager /Private Banker/ Team Head (Private Bank ) Job Description Job Scope Manage and develop UHNW/HNW's portfolios of private banking clients, includes but not limited to promote latest market information to clients, answer clients' requests and instructions directly, i.e. trade processing and operational issues. Develop strategies to...
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Senior Private Banking Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Title: Team Head, Client Relationship Management, Private BankingWe are seeking a highly skilled and experienced Team Head to lead our Client Relationship Management team in Private Banking. As a key member of our team, you will be responsible for managing and developing our Private Banking client relationships, providing high-quality services, and...
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Wealth Management Team Head
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Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...
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Relationship Manager, Private Banking
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Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full timeJob Title: Relationship Manager, Private BankingReporting 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.Key Responsibilities:Originate, develop and maintain client...
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Relationship Manager, China Team
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Hong Kong, Hong Kong SAR China HSBC Full timeJob description Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards...
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Private Banking Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Summary: We are seeking a highly skilled and experienced Client Services Manager to join our Private Banking team at Bank Of China (Hong Kong) Limited. As a key member of our team, you will be responsible for providing exceptional support to our Private Banking Relationship Managers, ensuring seamless execution of investment instructions, and maintaining...
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Relationship Manager
3 months ago
Hong Kong, Hong Kong SAR China China CITIC Bank International Limited Full timeResponsibilities Achieve the bank’s objective on private banking business target & plans. Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’. Engage in networking activities with CITIC Group and other business introducers in both Hong...
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Private Banking Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeBusiness FunctionDBS Bank's Private Banking division offers a comprehensive suite of wealth management solutions tailored to the unique needs of high net worth individuals. Our team of experienced investment advisors works closely with clients to identify opportunities and develop personalized strategies to achieve their financial...
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Treasures Private Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeBusiness FunctionDBS Bank's Private Banking division offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors provides personalized service and expert guidance to help clients achieve their financial goals.The Treasures Private Client Relationship...
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Private Banking Relationship Manager
5 months ago
Hong Kong, Hong Kong SAR China DBS Bank Full timeBusiness Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to...
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Private Banking Relationship Manager
2 months ago
Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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Relationship Manager, Hong Kong Team
2 months ago
Hong Kong, Hong Kong SAR China HSBC Full timeJob description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...
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Senior Private Banking Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Summary We are seeking a highly skilled and experienced Senior Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. The successful candidate will be responsible for managing and developing private banking client relationships, providing high-quality and comprehensive services to our clients. Key Responsibilities...
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Treasures Private Client Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeBusiness FunctionDBS Bank's Private Banking offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors identifies opportunities across various asset classes and employs the best strategies and product vehicles to cater to each client's...
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Private Bank Relationship Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China 0786 Deutsche Bank Aktiengesellschaft, Filiale Hongkong Full timeJob Title: Private Bank Relationship ManagerDeutsche Bank is seeking a highly skilled Private Bank Relationship Manager to join our team in Hong Kong. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and...
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Private Banking Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Summary:As a Client Services Manager in Private Banking, you will play a crucial role in providing exceptional support to our Relationship Managers. Your primary responsibility will be to receive investment instructions from clients and ensure their timely execution. You will also assist in opening accounts, conducting KYC, and preparing credit...
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Private Bank Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeJob Title: Private Bank Relationship Manager About the Role: As a Private Bank Relationship Manager at Deutsche Bank, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with a holistic client experience and ensuring their financial needs are met. You will work closely with the Investment Manager...
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Private Client Relationship Banker
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeJob Summary:Citi is seeking a seasoned Private Client Relationship Banker to join our team. As a key member of our Private Client Coverage team, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing personalized banking and investment solutions to meet their unique needs.Responsibilities:*...
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Gold Private Client Relationship Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout the RoleCiti is seeking a seasoned professional to join our Private Client Coverage team as a Relationship Banker. In this role, you will be responsible for managing client relationships, identifying new business opportunities, and providing exceptional client service.Key ResponsibilitiesClient Account Management: Develop and maintain strong...
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Hong Kong, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas in Asia Pacific ( www.apac.bnpparibas ) In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 15,000 employees* and a presence in 14 markets, BNP Paribas provides corporates, institutional and private investors with product and service...