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Senior Relationship Manager (Private Banker), Private Banking

Senior Relationship Manager (Private Banker), Private Banking

Job Description

Responsibilities:

· Provide updated market information to clients, including clients requests and instructions directly, i.e. trade processing and operational issues.

· Responsible for archiving sales KPI and net growth in sales revenue, cross-selling and prospecting of business.

· Working closely with internal departments on monitoring the entire trade processing, including system input, settlement arrangement, clients confirmation and remittance, etc.

· Maintain proper documentation such as KYC, filing etc.

· Co-ordinate the business development or promotional projects as assigned.

Requirements:

· Degree holder or above with major in Finance or related discipline.

· At least 5 years working experience in private banking.

· Passed in HKSI Paper 1, 7, 8 and IIQE Paper 1, 3. CPWP Qualification is a plus.

· Good understanding of investment products is an advantage.

· Organized and diligent with outstanding communication and interpersonal skills at all levels.

· Fluent in written and spoken Mandarin, Cantonese and English is essential.

· Candidates with less experience will be considered as Manager.

Interested parties, please send full resume (both in English and Chinese), current and expected salary and the date of availability to hkrecruitment@cmbc.com.cn.

 

Please quote your name and the job position in the subject of your email.

 


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