Relationship Manager, Private Banking

by Lu Yim in Banking & Financial Services    8th Nov, 2019    HKD 45k - HKD 90k

Relationship Manager, Private Banking

Introduction:

Relationship Manager, Private Banking

Responsibilities:

Our client, a leading bank is now urgently looking for high calibre candidate to join their team.

  • Responsible for identifying, originating and developing client relationships within the high net worth segment, with individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.
  • Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite.
  • Provide banking services and execute transactions for clients on a timely and effective manner.
  • Monitor clients’ portfolio and provide timely update to clients as appropriate.
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details.
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects.
  • Perform tasks in accordance with regulatory and compliance requirements.

Requirements:

  • 2 years or + above relevant experience in Private Banking / Wealth Management 
  • Possess HKSI and IIQE qualifications
  • Possess CPWP certification or pass in relevant papers, not a must
  • Strong Ability in presentation skill
  • Solid analytical skills and strong communication skills.

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