刊登於 4日前
Private Banking - Relationship Manager [Ref no: PBRM-CN]
Nanyang Commercial Bank
Job Responsibilities:
- 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.
- Bachelor’s degree or above;
- At least 5 years of sales experience in private banking field;
- 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;
- Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 is a must;
- Holder of PWMA or CFPCM qualifications will be an advantage;
- Proficiency in both written and spoken English, Chinese and Putonghua.
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