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Job Details

Senior Relationship Manager, Private Banking, 1140

Date:07 Sep 2018Email this jobEmail this job
Location:Hong Kong
1140
Hong Kong


Our client is a renowned banking financial institution in Hong Kong. Owing to expansion, they are seeking Relationship Managers to join their Private Banking Business.

  • Acquire and grow high net worth customer base and special focus on the customers' personal financial analysis, protection and investment needs.
  • Fully understand the client’s needs and objectives and provide financial solutions, i.e. investment products, to satisfy customer's needs and objectives..
  • Provide Additional Investment Services, including Portfolio Allocation Service to customers
  • Ensure the individual customer meet the bank's 'Wealth Criteria'.
  • Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.
  • Maintain a close working relationship with Products & Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs. 
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions. 

  • Preferably a Degree holder or equivalent 
  • Minimum 6-8 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank.   
  • Possess qualifications under SFC for marketing investment products. 
  • Preferably possess qualifications under IIQAS for selling insurance products. 
  • Familiar with KYC and account documentation with knowledge of wealth management products. 
  • Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending. 
  • Good knowledge in risk assessment and credit analysis. 
  • Good interpersonal, problem solving and communication skills 
  • Good command of written and spoken English and Chinese (including Putonghua).

 

What’s On Offer

Excellent package will be offered to right candidate.

 

Apply for The Job

For interested parties, please respond and apply through system, attaching your recent C.V. in WORD format, indicating your present salary, expected salary and availability. Only shortlisted candidates will be notified.

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