Relationship Manager, Private Bank, 70k
Michael Page
- 中環
- 長期
- 全職
- Develop and manage a portfolio of private banking clients.
- Provide expert wealth management advice and conduct investment portfolio analysis.
- Conduct regular portfolio reviews and deliver market updates to clients.
- Proactively promote banking, insurance and investment products to achieve sales targets.
- Build strong relationships and network within the private banking market.
- Ensure compliance with regulations and maintain client confidentiality.
- Bachelor's degree in a relevant field.
- Minimum 5 years of sales experience in private banking.
- Relevant certifications (HKSI 1, 7, 8 and IIQE papers 1, 2, 3, 5).
- Strong knowledge of investment markets and private banking products.
- Excellent communication skills in Chinese, English, and Mandarin.
- Work Life Balance
- Well Known Bank
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