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Private Banking Relationship Manager

On-site in Hong Kong·Added 2 days ago (last checked 11 Oct)

Nanyang Commercial Bank

42 open roles

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Overview

Work mode
On-site, Hong Kong
Experience
5+ years

Skills

The role

Private Banking - Relationship Manager [Ref: PBRM-CN]
Responsibilities:
  • Develop and manage a portfolio of private banking clients;
  • Perform investment portfolio analysis and fulfil clients' investment needs by providing professional wealth management advice;
  • Provide regular portfolio review and market update to clients;
  • Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank.
Requirements:
  • Bachelor's degree or above;
  • At least 5 years of sales experience in private banking field;
  • Sound knowledge towards investment market and private banking products;
  • Good understanding of private banking operations and policies;
  • Excellent connection in private banking market;
  • Sales and customer-oriented with good communication skills;
  • Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 is a must;
  • Holder of PWMA or CFPCM qualifications will be an advantage;
  • Proficiency in both written and spoken English, Chinese and Putonghua;
  • This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA).

About Nanyang Commercial Bank

Industry
Banking
Website
ncb.com.hk
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