Private Banking - Relationship Manager [Ref no: PBRM-CN]
Nanyang Commercial Bank
- Hong Kong
- Permanent
- Full-time
Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment. Here, we respect your career development with enormous support and room for inspiration. If you are ready to go for great, join us today. You can shine with your own glorious story.Your talent is our treasure, come to explore your potential with us.Job 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.
- 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.
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