Talent.com
Relationship Manager, Private Banking

Relationship Manager, Private Banking

Dah Sing Financial GroupHong Kong
30 天前
职位描述

Responsibilities

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients' portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory andpliance requirements

To meet the challenge, you should have the following qualifications and attributes :

  • Degree holder with CPWP is a plus
  • Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Goodmand of both written and spoken English and Chinese (including Cantonese and Putonghua)

    • Please note that only shortlisted candidates will be notified.

    Job ID 267

    为此搜索创建职位提醒

    Relationship Manager • Hong Kong

    相关职位
    Investment Relations and Partnership Manager

    Investment Relations and Partnership Manager

    Helios WorldWideHong Kong, Hong Kong, HK
    Quick Apply
    Job Overview : We are seeking a highly professional and strategically minded Investment Relations & Partnerships Manager to join our family office. This hybrid role serves as a critical br...展示更多最后更新时间： 2天前
    • 推广
    Relationship Manager

    Relationship Manager

    CartrackKowloon Bay, Kowloon, Hong Kong
    Generate sales lead through business sales calls, emails or social network to prospect clients.Research potential clients and qualify them as prospects. Maintain effective communication and secure s...展示更多上次更新时间：30 天前
    Portfolio Financing Trader

    Portfolio Financing Trader

    Infini Capital Management LimitedHong Kong, Hong Kong, HK
    Quick Apply
    We are looking for an experienced trader to join our trading desk, focusing on stock borrow / lending, margin optimizations, and trade executions across multiple asset classes.The ideal candidate wil...展示更多上次更新时间：30 天前
    Business Development Manager (Ecommerce)

    Business Development Manager (Ecommerce)

    TeleportShenzhen, Guangdong Province, CN
    Quick Apply
    Drive the growth of our e-commerce cargo business by developing strategic partnerships, expanding market reach, and maximizing revenue. You'll be the key player in identifying and capitalizing on ne...展示更多上次更新时间：30 天前
    Relationship Manager (HK / SG)

    Relationship Manager (HK / SG)

    Hex TrustHong Kong, Hong Kong, HK
    Quick Apply
    Hex Trust, established in 2018, offers fully regulated institutional digital asset market services, custody, and staking to builders, investors, and service providers. Leveraging the expertise of ve...展示更多最后更新时间： 11天前
    • 推广
    Business Development Manager (Farsi)

    Business Development Manager (Farsi)

    David Kennedy RecruitmentShenzhen, Guangdong Province, China
    David Kennedy Recruitment is working with an award-winning multi-licensed, broker who offers online CFD trading on FX, crypto, oil, metals, shares, and indices and seeking to onboard a Farsi speak...展示更多上次更新时间：30 天前
    Investor Relations Senior Manager

    Investor Relations Senior Manager

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Develop, implement, and manage communications strategies for investors, analysts, and shareholders.Maintain strong relationships with key stakeholders. Lead the preparation of quarterly earnings rel...展示更多最后更新时间： 16天前
    • 推广
    Business Development Manager with Gan dialect

    Business Development Manager with Gan dialect

    David Kennedy RecruitmentShenzhen, Guangdong Province, China
    David Kennedy Recruitment is working with an award-winning multi-licensed, broker who offers online CFD trading on FX, crypto, oil, metals, shares, and indices and seeking to onboard a Business De...展示更多上次更新时间：30 天前
    Client Relationship Officer | Fintech | Hong Kong

    Client Relationship Officer | Fintech | Hong Kong

    Zeal GroupCentral, Hong Kong, HK
    Quick Apply
    Provide the priority services to VIP Customers by different channels in Premium Service Centre.Be the dedicated site visit ambassador for agents and customers, ensuring a seamless and exceptional e...展示更多上次更新时间：30 天前
    Product Manager, Account & Fund Processes

    Product Manager, Account & Fund Processes

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Responsible for designing and optimizing institutional-grade solutions for the cryptocurrency exchange's institutional clients. This includes client onboarding, fiat / crypto deposit and withdrawal sy...展示更多最后更新时间： 10天前
    Sales Agent

    Sales Agent

    TJ CHINA FREIGHTShenzhen, Guangdong Province, China
    Quick Apply
    Use customer information for telemarketing, social media, etc.After adding a customer, follow up and maintain, review customer information, understand the customer's basic situation and needs throu...展示更多上次更新时间：30 天前
    • 推广
    Global Relationship Manager (Code : A1)

    Global Relationship Manager (Code : A1)

    EXANTEHong Kong, Hong Kong SAR, Hong Kong
    EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology.Our propriet...展示更多上次更新时间：30 天前
    • 推广
    Business Development Manager with Filipino & Chinese

    Business Development Manager with Filipino & Chinese

    WibitHong Kong, Hong Kong
    Join an award-winning, multi-licensed broker offering online CFD trading on FX, crypto, oil, metals, shares, and indices. We're looking for a highly driven.Filipino and Chinese, with a strong backgr...展示更多上次更新时间：30 天前
    Fresh Grad Hire - Product Manager (Virtual Bank)

    Fresh Grad Hire - Product Manager (Virtual Bank)

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    The team is responsible for Airstar Bank's business, covering everything from the bank's frontend customer-facing capabilities to back-end system construction. Build the financial product capabiliti...展示更多最后更新时间： 2天前
    IB Sales Manager (Mandarin)

    IB Sales Manager (Mandarin)

    David Kennedy RecruitmentShenzhen, Guangdong Province, .CN
    Quick Apply
    Our company delivers exceptional recruitment services on a global scale, presenting an innovative approach that connects candidates and clients seamlessly. David Kennedy Recruitment is working with ...展示更多上次更新时间：30 天前
    Product Manager, Crypto Liquidity & Exchange Integrations

    Product Manager, Crypto Liquidity & Exchange Integrations

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq : FUTU). Our core mission revolves around i...展示更多最后更新时间： 10天前