Relationship Manager, Private Banking
Dah Sing Bank
Hong Kong
13小时前

You will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.

Job Responsibilities :

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients’ portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory and compliance requirements
  • To meet the challenge, you should have the following qualifications and attributes :

  • Degree holder with CPWP is a plus
  • Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)
  • 报告这项工作
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    申請
    郵箱地址
    通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。
    持續
    申請表