Relationship Manager / Senior Relationship Manager, Private Banking

Responsibilities

Establish new business contact and expand the business portfolio of Private Banking Centre PRC related clients Responsible to assist the RM team and achieve business target assigned by management Provide investment advisory service to Private Banking clients and selling banking solutions to Private Banking Customers To manage customers’ portfolio by providing advisory service and perform trading order execution for clients Sell and cross-sell investment/FX/securities products To maintain cordial relationship with existing clients and potential clients Requirements: University Degree in Business Administration, Finance, Economics or relevant discipline Minimum 5 years private banking/ wealth management experience or equivalent, PRC experience is an advantage Holder of professional qualifications such as ECF-RWM, CPWP, CFMP, FRM CPA and CB will be an advantage Good communication and interpersonal skills Good written and spoken English and Chinese, including Putonghua Candidate with more experience will be considered as Relationship Manager