Private Banking Relationship Manager

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Eagle Partners (International) Company Limited
  • 15 Nov 18

Our Client is one of the leading global financial conglomerate who is looking to expand their private wealth management team.

Responsibilities:

  • Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections.
  • ​Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers.
  • Promote long term client relationships and enhance the company's value proposition.
  • Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics
  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
  • 5 years' solid experience in serving high-net-worth customers (less experience may also be considered)
  • Strong analytical skills and solid track record in developing relationships with customers
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Offers:

  • Competitive remuneration package, include basic salary and incentive scheme
  • Attractive fringe benefits and long term service benefits
  • Wide range of Private Banking products, as well as Universal Life and oversea Properties
  • Great career opportunities and development
  • Great support on infrastructure
  • Flexible working culture