Relationship Manager, Private Banking

3 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Financial Group
Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a wide range of banking, insurance, and financial services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values are centered around caring, teamwork, and progressiveness. We recognize that each individual is unique and possesses different talents, but we all share the capacity for growth. Our goal is to cultivate a culture that fosters a sense of pride in achieving something beyond just a job, and an environment where you can be your authentic self, just like at home. Job Summary
As a Relationship Manager, Private Banking, 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 bank's business strategies. Key Responsibilities:
  • Originate, develop, and maintain client relationships within the high net worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions to meet their needs based on their circumstances and risk appetite
  • Provide banking services and execute transactions for clients in a timely and effective manner
  • Monitor clients' portfolios and provide timely updates to clients as necessary
  • Perform regular reviews with clients to reassess their risk profile, wealth management needs, and other customer details
  • Originate, develop, and maintain relationships with business partners and assist in the development of marketing and business-related projects
  • Perform tasks in accordance with regulatory and compliance requirements

Requirements:
  • Degree holder with CPWP is a plus
  • Minimum 4 years of relevant working experience in the banking industry or investment business serving high net worth customers
  • Sound knowledge of a wide range of banking and investment products
  • Excellent selling, relationship building, and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)

What We Offer:
We offer a dynamic and challenging work environment, opportunities for professional growth and development, and a competitive compensation package. How to Apply:
Please submit your application, including your resume and a cover letter, to the Dah Sing Financial Group's recruitment team. Only shortlisted candidates will be notified.

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