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Relationship Manager (Private Banking & Wealth Management Department)

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Relationship Manager (Private Banking & Wealth Management Department)

CMB Wing Lung Bank Limited
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Job Highlights

  • Relationship management
  • Private Wealth Management
  • Minimum 3 years' solid experience

Job Description

  • Developing and managing portfolio of high net worth customers by providing tailored wealth management solutions
  • Actively explore and identify business opportunities with resources given
  • Build strong and trustworthy relationships with existing and new customers

Requirements

  • Degree holder in Business Administration, Finance or related discipline
  • Minimum 3 years' solid experience in serving high net worth customers and portfolio management
  • Qualifications in IIQAS and HKSI
  • Strong interpersonal skills
  • Fluency in English and Cantonese, Putonghua will be an advantage
  • Qualification in ECF is preferred

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Benefit
  • 5-day week
  • Additional subsidies
  • Birthday leave
  • Discretionary bonus
  • Family medical plan
  • Free duty meal
  • Insurance plan
  • Marriage leave
  • Medical plan
  • Transportation allowance
Job Function
Location
  • Central
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • 3 years - 10 years
Career Level
  • Non-management level
Education
  • Degree
Qualifications or Licenses
  • IIQAS and HKSI
Overview

CMB Wing Lung Bank Limited is a Licensed Bank registered in Hong Kong, which is formerly known as Wing Lung Bank. Founded on 25th February 1933, CMB Wing Lung Bank is among the oldest local Chinese banks in Hong Kong. In 2008, CMB Wing Lung Bank was acquired by China Merchants Bank (CMB). In 2009, the Bank has become a wholly-owned subsidiary of CMB. In 2018, the Bank has renamed as CMB Wing Lung Bank.

CMB Wing Lung Bank and its subsidiaries hold multi licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provides comprehensive banking products and services including retail banking, corporate banking and financial markets, etc. Among them, private banking, syndicated loans, bond issuance, financial markets, asset custody and asset management are influential and competitive in the market. At present, the Bank has over 30 branches and business outlets located in mainland China, Hong Kong, Macau and overseas, etc regions. The Bank has nearly 2,000 employees.

Following the motto of “Progress with prudence, service with sincerity”, the Bank embraces “Serving with Heart, Quest for efficiency, Caring for sincerity” service value into the daily operation. The Bank strives to build a first-class, innovative and cutting-edge commercial bank in Hong Kong and provides an integrated local and cross-border financial and banking services for customers.

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