Private Banking - Relationship Manager

Job Description:
 

• Develop and manage a portfolio of private banking clients.
• Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice.
• Provide regular portfolio review and market update to clients.
• 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 sales experience in private banking field;
• Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) is a must;
• 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;
• Holder of PWMA or CFPCM qualifications will be an advantage.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

at least 5 years sales experience in private banking field