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Job Details

Senior Relationship Manager, Private Banking, 1140

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


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