Relationship Manager, Private Bank, 70k

Michael Page

  • 中環
  • 長期
  • 全職
  • 24天前
My client is a well known private bank. They wish to hire a Relationship Manager - Private Banking to expand their PB business.Client DetailsMy client is a well known private bank. They wish to hire a Relationship Manager - Private Banking to expand their PB business.DescriptionReporting to the Team Head, you are responsible for
  • 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.
ProfileRequirements
  • 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.
Job Offer
  • Work Life Balance
  • Well Known Bank
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Nicole Hui on +852 3412 4832.

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