Relationship Management Professional

Role Details Reference Number RM-PB Job Title Relationship Management Professional Unit/Department Private Banking Location Hong Kong Job Posted 2025/12/19 Job Status Full Time Main Responsibilities

• Provide wealth management services to target market
• Handle client relationships from perspective of providing tailored solutions
• Acquire wide range of product knowledge and continuous updates
• Keep abreast of updates on global investment market
• Groom junior Relationship Managers to support the business Requirements
• University degree - 5 years or above relevant experience in Private Banking
• Possess HKSI and IIQE qualifications
• Qualification in ECF is preferred
• Possess CPWP certification or pass in relevant papers
• Sales and customer oriented, with strong communication and interpersonal skills
• Proficiency in both written and spoken English and Chinese; fluency in Putonghua is required
• Candidate with more experience will be considered as Team Head
• The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. To apply, please submit your application along with your resume to "recruithk@asia.ccb.com". Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years. All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request. CLOSE