Senior Relationship Manager (Private Banking & Wealth Management Department)

Job Description

1. Provide the full suite of wealth management and banking services to high net worth individual clients
2. Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
3. Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
4. Leverage channels, network and brand to pursue business development activities with a focus on International Private Wealth clients

Requirements

1. Degree holder in Business Administration, Finance or related discipline
2. Minimum 5 years' solid experience in serving high net worth customers and portfolio management
3. Qualifications in IIQAS and HKSI
4. Strong interpersonal skills
5. Fluency in English and Cantonese, Putonghua will be an advantage
6. Qualification in ECF is preferred