Description

Responsibilities

• Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tailor-made Private Banking services.
• Explore potential Private Banking clients, increase HNW clients market share, actively perform cross-selling, in order to improve the clients' portfolio
• Lead and provid the supervisory over a group of Relationship Managers by providing coaching and leadership on client acquisition and client management to build the sustainable business growth and achieve goals predetermined by Senior Management.

Requirements

• Degree or above, with BBA, Marketing, Economic, Statistic, or Financial Management are preferable
• Minimum of 5 years relevant experience in financial services, with at least 3 years of which on client management is preferable.
• Sound knowledge in investment and insurance business, banking operation, risk management and business practices
• Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately
• Possess on qualification in HKSI (Type 1 &4), ECF-CPWP, CFA, CFP, CFMP preferred
• Proficient in rules and regulations for Local requirement from customer KYC, portfolio management solution and risk matters.
• Excellent communications and presentation skills with food command of English and Chinese in both spoken and written including Putonghua

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If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .