Private Banking - Relationship Manager [Ref no: PBRM-CN]

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.

Job Requirements:

• 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.