Vice President, Relationship Management , Private Banking

Cathay United Bank

Responsibilities:

  • Acquire and develop new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
  • Maintain client relationships with good service quality and ensure thorough KYC is conducted in compliance with regulatory requirement
  • Identify clients’ investment needs.  Advise and provide customized private wealth management solutions which meets client’s investment objectives and corresponding risk profile
  • Aspire to achieve individual performance objectives as well as upholding corporate and compliance culture
  • Strict adherence to internal and external regulatory requirements

 

Ideal candidates should possess:

  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector, experience in Taiwanese market a definite advantage
  • Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities)
  • Knowledge of private banking and treasury services, good understanding of banking operations and regulatory requirements
  • Self-initiated and a strong team player
  • Good communication and interpersonal skills
  • Fluent in Mandarin, Cantonese and English

 

更多工作資料
薪酬 薪金面議
待遇
  • 五天工作週
  • 彈性花紅
  • 保險計劃
  • 醫療計劃
工種
  • 銀行 · 金融服務 - 私人銀行服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
工作地點
  • 銅鑼灣
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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