Senior Relationship Manager - Private Banking and Trust Services

Private Banking Department - Private Banking and Trust Services

We are currently seeking a high caliber professional to join our department as Senior Relationship Manager.

Principal responsibilities

• Develop and manage a portfolio of private banking customers
• Provide investment advice and deliver premium service to customers and execute their orders
• Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
• Manage the credit quality and monitor the exposure of customers’ loan portfolios
• Work with internal departments to solicit business referrals

Requirement

• University degree in a related discipline OR other relevant qualifications such as CFP or CFA
• Passes in the HKSI and IIQE  licensing examinations
• Minimum 6 years’ banking experience, with good knowledge of investment products
• Strong sales orientation and ability to work under pressure
• Ability to communicate effectively, embrace change and overcome challenges
• Ability to be resilient in face of difficult situations
• Strong desire of self-improvement and learn from experiences
• Good communication, interpersonal, analytical and relationship management skills
• Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Candidate with less experienced will be considered as Relationship Manager