Relationship Manager, Private Banking

Job Responsibilities

• Solicit new business for investment services and build customer relationship through private banking network to achieve targeted sales goals
• Provide quality customer service and financial advice and collect feedback from customers
• Review investment portfolios and market update to customers
• Liaise with product specialists to facilitate management of relationships requiring specialized knowledge
• Cross-sell and make referrals to other bank products when appropriate

Job Requirements

• University degree, a qualified Type 1 with Type 4
• Minimum 5 years' relevant experience in investment & insurance services
• Broad knowledge of investment & insurance products, services and market
• Good relationship building and selling skills
• Strong interpersonal and communication skills
• Good command of Chinese and English, Putonghua is a plus