Private Banking - Relationship Manager (Farmer)

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Aston Carter Hong Kong
  • 25 Sep 18 2018-09-25

Our client is a top tier bank and looking for a relationship manager to join their private banking. Quality portfolio would be provided. Prefer candidate with private banking background but retail banking relationship manager with good mainland exposure would also be considered

Duties

  • Handle UHNW clients and conduct regular review and analysis on portfolios
  • Identify existing and prospective customers' needs of financial services, including both products & services
  • Make sure businesses are aligned with regulatory compliance requirements
  • Provide professional advice on suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products

Requirements

  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM preferred
  • Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage 
  • Sound knowledge and at least 3 years' solid experiences in private banking 
  • Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
  • Proactive, mature, independent, customer-focused, and pleasant 
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus