Senior Relationship Manager, Private Banking

Senior Relationship Management, Private Banking

A reputable China-based Bank with strong channels in cross-border business is looking for a high-calibre Relationship Manager in Private Banking.

Responsibilities:

• Provide private banking & professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities, etc.) based on their investment needs and objectives;

• Build and maintain business relationships with the portfolio of private banking / wealth management customers;

• § Develop and manage a portfolio of private banking clients

• § Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice

• § Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank

Requirements:

• Degree holder with at least 5 years relationship management in private banking business

• Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) is a must

• Holder of PWMA or CFPCM qualifications will be an advantage

• Sound knowledge towards investment market and private banking products;

• Good understanding of private banking operations and policies;

• Excellent connection in private banking market;

• Sales and customer-oriented with good communication skills;

• Proficient in both spoken and written Chinese, English and Mandarin;

• Title & package will be commensurate with previous experience and salary

• Candidate with less experience will be considered as Relationship Manager

Interested parties please send your resume in word format with current & expected salary and notice period to dickson@hkjobc.com. For details, please feel free to contact Dickson at 5428 7949.