Role Details
Reference Number
RM-PB
Job Title
Relationship Management Professional
Unit/Department
Private Banking
Main Responsibilities
- Provide wealth management services to target market
- Handle client relationships from perspective of providing tailored solutions
- Acquire wide range of product knowledge and continuous updates
- Keep abreast of updates on global investment market
- Groom junior Relationship Managers to support the business
Requirements
- University degree
- 5 years or above relevant experience in Private Banking
- Possess HKSI and IIQE qualifications
- Qualification in ECF is preferred
- Possess CPWP certification or pass in relevant papers
- Sales and customer oriented, with strong communication and interpersonal skills
- Proficiency in both written and spoken English and Chinese; fluency in Putonghua is required
- Candidate with more experience will be considered as Team Head
- The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement.
To apply, please submit your application along with your resume to "recruithk@asia.ccb.com".
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.
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