Private Banking - Relationship Manager [ref No: Pbrm-cn] At Banking / Finance

Me2Works

On-site
Develop and manage client portfolios
Investment portfolio analysis
Wealth management advice
Develop and manage a portfolio of private banking clients, performing investment portfolio analysis and providing professional wealth management advice

Job Summary

  • Develop and manage a portfolio of private banking clients, performing investment portfolio analysis and providing professional wealth management advice.
  • Provide regular portfolio review and market updates to clients, initiating and implementing strategies to promote banking and investment products.
  • Achieve business sales targets of the bank through a proactive and professional approach.

Matching Summary

Develop and manage a portfolio of private banking clients, performing investment portfolio analysis and providing professional wealth management advice.

Skills & Requirements

Must-have

  • Develop and manage client portfolios
  • Investment portfolio analysis
  • Wealth management advice
  • Sales experience in private banking
  • Knowledge of investment market
  • Knowledge of private banking products

Nice-to-have

  • Proactive and professional approach
  • Sales and customer-oriented
  • Good communication skills
  • Excellent market connections

Key Requirements

  • Bachelor’s degree or above
  • At least 5 years of sales experience
  • Passed in HKSI 1, 7, 8 or equivalent
  • Passed in IIQE Paper 1, 2, 3 & 5
  • Proficiency in English, Chinese and Putonghua

Work Rights

Mandatory Reference Checking (MRC) Scheme

Tailored Resume

Cover Letter