Hong Kong Job Openings
ACWISE RECRUITMENT LIMITED
Private Banking Senior Relationship Manager
FULL TIME
September 2, 2024
- Originate, develop and maintain client relationships within the high-net-worth segment
- Understand clients’ wealth management / asset 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 and compliance requirements
- Minimum 5 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. Degree holder with CPWP is a plus
- Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)
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