AVP / VP, Relationship Manager - Private Banking
- Location:
- Salary: Up to HK$0.00 per annum
Job summary
Responsibilities:
- Acquisition of new client relationships through own network and deepening existing client relationships
- Actively monitoring of client's portfolios and collateral situations on a regular basis to identify additional business opportunities and revenue growth potential
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Main good level of knowledge of all asset clas...
Responsibilities:
- Acquisition of new client relationships through own network and deepening existing client relationships
- Actively monitoring of client's portfolios and collateral situations on a regular basis to identify additional business opportunities and revenue growth potential
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Main good level of knowledge of all asset classes
- Cooperating with the team to develop and deliver comprehensive wealth management solutions for clients
Requirements
- Relevant educational and professional background, degree holder in Finance, Economic, Business or related disciplines are preferred
- 7 year's experience in private banking relationship management
- Proven track record in client acquisition, asset gathering, asset growth and revenue generation
- Knowledge of private banking and treasury services, good understanding of banking operations and regulatory requirements
- Fluent in English and Cantonese, Mandarin is a plus but not necessary
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