Relationship Manager

5 days ago


hong kong, Hong Kong SAR China Chong Hing Bank Full time

Responsibilities Acquire new Private Banking customers and solicit business opportunities through cross‑selling, referral and personal business connections Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers relationships and providing differentiated services Ensure all selling activities are in compliance with the bank’s guidelines Conduct Due Diligence Checking and “KYC” process for customers Execute investment product transactions for customers Assist in Private Banking business acquisition and marketing activities Requirements University graduate, preferably major in Business Administration, Accounting, Finance or Economics Qualified for registration as a Securities Intermediary (Relevant Individual) and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank Qualified for PWMA is preferred Minimum 5 years' solid experience in serving high‑net‑worth customers Experience in developing cross‑border business / serving Mainland Chinese high‑net‑worth customers will be an advantage Well‑planned, mature with excellent management skills Strong analytical skills and solid track record in developing relationships with customers Familiar with banking operations and related policies, legal and regulatory requirements Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin. More Job Information Job Function 銀行 · 金融服務 - 顧客服務 · 關係管理 Location 中環 Employment Term 全職 Education 中五至中七或DSE #J-18808-Ljbffr



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