Senior Private Wealth

4 days ago


hong kong, Hong Kong SAR China Chasseur Pro Executive Consultant Limited Full time

Retail Banking Senior Relationship Manager/Private Banking Relationship Manager Senior Relationship Manager (Retail banking) Responsibilities Provide investment and insurance services to high net worth clients in branch Maintain close relationships with clients Cooperate with specialist to give advice to clients Meet the compliance requirement Requirements Degree or above with major in Business Administration, Finance, or related disciplines At least 3 years Retail banking I & i Sales experience IIQE 1,2,3 and HKSI 1,7,8 qualification Good command in both Cantonese and English; Fluency in Mandarin is preferred Candidate with less experience will be considered as Relationship Manager Private Banking Relationship Manager Responsibilities Provide excellent service to ultra-high net worth clients Perform and execute a broad range of Wealth Management Products & Services for Private Banking clients Handle and resolve day‑to‑day queries from clients, operations, systems, account re‑balancing processes, etc. Requirements Degree or above with major in Business Administration, Finance, or related disciplines Minimum 5 years of relevant experience in retail banking or related experience in investment and insurance selling Business plan (List of Potential Customers can bring forward) is required #J-18808-Ljbffr



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