Private Banking Department - Private Banking and Trust Services

We are currently seeking a high caliber professional to join our department as Senior Relationship Manager.

Principal responsibilities

• Develop and manage a portfolio of private banking customers
• Provide investment advice and deliver premium service to customers and execute their orders
• Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
• Manage the credit quality and monitor the exposure of customers’ loan portfolios
• Work with internal departments to solicit business referrals

Requirements

• University degree in a related discipline OR other relevant qualifications such as CFP or CFA
• Passes in the HKSI and IIQE  licensing examinations
• Minimum 6 years’ banking experience, with good knowledge of investment products
• Strong sales orientation and ability to work under pressure
• Ability to communicate effectively, embrace change and overcome challenges
• Ability to be resilient in face of difficult situations
• Strong desire of self-improvement and learn from experiences
• Good communication, interpersonal, analytical and relationship management skills
• Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Candidate with less experienced will be considered as Relationship Manager

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All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.