Overview
Relationship Manager of Private Banking to manage client relationships and to provide full range of wealth management products and services to our high net worth (HNW) and ultra high net worth clients (UHNW).
Responsibilities
- Acquire new HNW and UHNW clients and solicit business opportunities through proactive cross-selling, referrals and personal business connections
- Identify client needs and deliver client-focused banking and wealth management solutions to enhance client experience
- Collaborate with product specialists in offering professional advice to meet client investment goals and risk profile
- Grow and maximize the revenue potential of this client group by building strong client relationships and delivering differentiated solutions
- Adhere to bank policies and professional ethics and be alert of various business risks.
Qualifications
Degree holder in related disciplines4 – 10 years of sales experience in consumer banking with HNW / UHNW client segment preferredMust be registered RI (Regulated Activities; Types 1 & 4) to carry out investment regulated activitiesSound knowledge of banking, wealth management products, and business ethicsSelf-starter with a tenacity to succeed, and a flair for sellingCustomer-focused, with excellent communication and interpersonal skillsCertified Private / Retail Wealth Professional are preferredFluent in Mandarin & English is required. Cantonese is a plus.East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.