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
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Develop and manage a portfolio of private banking customers
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Provide investment advice and deliver premium service to customers and execute their orders
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Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
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Manage the credit quality and monitor the exposure of customers’ loan portfolios
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Work with internal departments to solicit business referrals
Requirements
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University degree in a related discipline OR other relevant qualifications such as CFP or CFA
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Passes in the HKSI and IIQE licensing examinations
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Minimum 6 years’ banking experience, with good knowledge of investment products
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Strong sales orientation and ability to work under pressure
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Ability to communicate effectively, embrace change and overcome challenges
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Ability to be resilient in face of difficult situations
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Strong desire of self-improvement and learn from experiences
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Good communication, interpersonal, analytical and relationship management skills
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Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
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High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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Candidate with less experienced will be considered as Relationship Manager