Relationship Manager – Private Banking/Wealth Management

Job Responsibilities:

1. Manage customer segments and portfolio for high-net-worth clients in Hong Kong and cross-border referrals from Mainland China’s branches.  Provide wealth planning and comprehensive overseas asset allocation solutions according to their needs.

2. Maintain customer relationships and deliver corresponding services in order to fulfill clients' financial needs.

3. Provide full range of investment and insurance products based on clients’ needs, such as overseas deposits, funds, insurance, offshore trust, etc.

4. Review clients' asset allocations regularly and provide appropriate financial recommendations and solutions.

5. Promote marketing activities and new product sales initiatives.

Requirements:

1. Bachelor's degree or above, preferably in Accounting, Economics, Finance or related disciplines.

2. Minimum 5 years of CRM experience in Retail Banking, preferably in Private Banking/Wealth Management. 

3. Passed in HKSI Paper 1, 7 & 8 and IIQE Papers 1 & 3. Holder of CPWPA/CPWP/ARWP/CRWP is preferred.

4. Familiar with regulatory requirements for selling procedures, including insurance, funds, stocks, structured products, etc.

5. Experience in customer due diligence, including KYC, risk appetite assessment, transaction monitoring.

6. Good command of written and spoken in English and Chinese (Cantonese & Mandarin).

7. Proficient in Microsoft office applications such as Word, Excel, and PowerPoint.