Senior Relationship Manager(Retail bank)/Private Banking Relationship Manager(E)

• • • • Provide investment and insurance services to high net worth clients in branch

      • Maintain close relationships with clients

      • Cooperate with specialist to give advice to clients

      • Meet the compliance requirement

• • • • Degree or above with major in Business Administration, Finance, or related disciplines

      • At least 3 years Retail banking I & i Sales experience

      • IIQE 1,2,3 and HKSI 1,7,8 qualification

      • Good command in both Cantonese and English, Fluent Mandarin is preferred

      • Candidate with less experience will be considered as Relationship Manager

Private Banking Relationship Manager

Responsibilities:

• • • • • Provide excellent service to ultra-high net worth clients

        • Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients

        • Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

• • • • • Degree or above with major in Business Administration, Finance, or related disciplines

        • Min 5 years of relevant experience in retail banking or related experience in investment and insurance selling

        • Business plan (List of Potential Customers can Bring forward) is required