Relationship Manager - Premium & Private Banking Relationship Manager - Premium & Private Banking …

Chong Hing Bank
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
nego
Chong Hing Bank
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
nego
•Acquire new Private Banking customers •Minimum 5 years' solid experience •Grow & strengthen wealth portfolio of customers

Responsibilities:

  • Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral and personal business connections
  • Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers
  • Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers relationships and providing differentiated services
  • Ensure all selling activities are in compliance with the bank’s guidelines
  • Conduct Due Diligence Checking and “KYC” process for customers
  • Execute investment product transactions for customers.
  • Assist in Private Banking business acquisition and marketing activities.

Requirements:

  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics
  • Qualified for registration as a Securities Intermediary (Relevant Individual) and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank
  • Qualification of PWMA is preferred
  • Minimum 5 years' solid experience in serving high-net-worth customers
  • Well-planned, mature with excellent management skills
  • Strong analytical skills and solid track record in developing relationships with customers
  • Familiar with banking operations and related policies, legal and regulatory requirements
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin
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