Senior Relationship Manager / Relationship Manager

Private Banking
Hong Kong
Posted 2 years ago

Principal responsibilities:

  • Develop and manage a portfolio of private banking customers
  • Provide investment advice and deliver premium service to customers and execute their orders
  • Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
  • Manage the credit quality and monitor the exposure of customers’ loan portfolios
  • Work with internal departments to solicit business referrals

Qualifications

Requirements :

  • University degree in a related discipline OR other relevant qualifications such as CFP or CFA
  • Passes in the HKSI licensing examinations
  • Minimum 6 years’ banking experience, with good knowledge of investment products
  • Strong sales orientation and ability to work under pressure
  • Good communication, interpersonal, analytical and relationship management skills
  • Proficiency in both written English and Chinese.  Fluency in Putonghua and other dialects an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

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