Senior Relationship Manager - Private Banking and Trust Services

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 ultra HNW 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 licensing examinations
• Minimum 8 to 10 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
• Strong desire to learn and able to work in Agile environment
• Good communication, interpersonal, analytical and relationship management skills
• Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
• Professional qualifications such as Enhanced Competency Framework (ECF) and / or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Candidates who are less experienced will be considered as Relationship Manager