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.

This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA). You are required to give consent for the Bank to conduct reference checks with your previous employers, and offer of employment is conditional upon satisfactory MRC results. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2]. Additional information could be provided upon request.