Senior Wealth Relationship Manager - CMB Wing Lung Bank

Job Description

• Provide the full suite of wealth management and banking services to high net worth individual clients
• Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
• Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Leverage channels, network and brand to pursue business development activities with a focus on International Private Wealth clients

Requirements

• Degree holder in Business Administration, Finance or related discipline
• Minimum 5 years' solid experience in serving high net worth customers and portfolio management
• Qualifications in IIQAS and HKSI
• Strong interpersonal skills
• Fluency in English and Cantonese, Putonghua will be an advantage
• Qualification in ECF is preferred