Relationship Manager - Private Banking Department

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.