Relationship Manager, Private Banking
5 days ago
Responsibilities Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business Manage a client base of high net worth individuals to achieve business penetration and portfolio growth Work within a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners Provide advise-based solutions that solidify long term relationship, while exploring and capturing additional business opportunities Ensure all work activities are adhered topliance requirements as defined inpany policies and procedures and local regulatory standards Job Requirements Degree holder in Accounting, Finance, Business Management or related disciplines Possess qualifications under SFC for marketing investment products. At least 3 years of relevant banking experience in serving high net worth individual customers in retail bank or private bank. Familiar with KYC and account documentation with knowledge of wealth management products. Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending. Good knowledge in risk assessment and credit analysis. Good interpersonal, problem solving andmunication skills Goodmand of written and spoken English and Chinese (including Putonghua). #J-18808-Ljbffr
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Head of Sales, Private Banking
5 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...
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Private Banking Sales Leader
5 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeA prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...
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Assistant Relationship Manager
5 days ago
Hong Kong Island, Hong Kong SAR China Talentquest HR Limited Full timeAssistant Relationship Manager - Private Banking You will be part of a leading private bank with a strong brand and network around the world. They are currently looking for an Assistant Relationship Manager to join their growing team to drive the private banking sector. Key Responsibilities Act as a trusted partner to the Relationship Manager to assist with...
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Hong Kong Island, Hong Kong SAR China Talentquest HR Limited Full timeA leading private bank in Hong Kong is looking for an Assistant Relationship Manager to help drive their private banking sector. The ideal candidate should have a degree, with at least 3 years of experience in private banking, managing client relationships, and providing top-notch service. Proficiency in English and Cantonese is essential, while Mandarin is...
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Assistant Relationship Manager, Private Banking
14 hours ago
Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - Assistant Relationship Manager, Private Banking F) Job Description Assistant Relationship Manager, Private Banking - ( F ) Business Functions 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...
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Head of Private Banking
5 days ago
hong kong, Hong Kong SAR China PeopleSearch Limited Full timeA financial services firm in Hong Kong is seeking an experienced professional to supervise and enhance private banking client relationships. The role involves identifying potential clients, coordinating a team of relationship managers, and providing comprehensive private banking services. Candidates should have a strong educational background, relevant...
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Assistant Relationship Manager
5 days ago
Hong Kong Island, Hong Kong SAR China PeopleSearch Limited Full timeAssistant Relationship Manager (Private Bank) Support Relationship Managers in managing and growing an assigned portfolio of high-net-worth private banking clients, including account setup, managing account opening documents, and drafting client profiles. Respond to customer inquiries, book banking/investment products, confirm transactions, and research...
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Assistant Relationship Manager, Private Banking
14 hours ago
Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description Assistant Relationship Manager, Private Banking F) Business Functions 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...
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Relationship Manager, Private Banking
14 hours ago
Hong Kong Island, Hong Kong SAR China China Construction Bank (Asia) Corporation Limited Full timeResponsibilities Provide wealth management services to the target market. Handle client relationships from the perspective of providing tailored solutions. Acquire a wide range of product knowledge and keep it continuously updated. Keep abreast of updates on the global investment market. Groom junior Relationship Managers to support the business....
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Hong Kong Island, Hong Kong SAR China Julius Baer Full timeA leading private banking firm in Hong Kong seeks an Assistant Relationship Manager to support Relationship Managers in daily operations and client care. The successful candidate will have a strong focus on compliance, manage client interactions efficiently, and support client servicing with a high level of service quality. A minimum of 5 years of client...
