Relationship Manager/Senior Relationship Manager – Private Banking
About the job
Solicit, develop and manage a portfolio of private banking clients
Responsibilities
Responsibilities : -
- Solicit, develop and manage a portfolio of private banking clients
- Assist in handling client onboarding procedures and documentation
- Perform investment portfolio analysis and provide feasible wealth management solutions and advice to HNW Individuals
- Initiate and implement strategies to deliver full range of banking & investment products through a professional approach in achieving business targets
- Applying high service standards to maximize clients’ satisfaction
- Provide high quality of portfolio management service to meet clients’ needs
Requirements
Requirements : -
- Bachelor Degree or above preferably in Finance, Business or related disciplines
- Holder of relevant Investment & Insurance Hong Kong licenses
- Minimum 4 years’ of relevant private bank/private wealth management experience in banking sector
- With proven track record of gaining an understanding of HNW clients’ needs and delivering excellent services
- Proficient in spoken and written English and Chinese (including Cantonese and Mandarin)
Application
Competitive package will be offered to the right Candidates. If you are interested in the job, please email us your full resume with current and expected salary in WORD format to info@megajobshr.com.
(You may use your own email program,quoting the job title, to email us)
All applications will be treated in strict confidence and all personal data collected will be used for recruitment purposes only.