Assistant Vice President, Senior Relationship Manager

Intermediate (3-6 years)


Technical Skills

  • Accountancy
  • Compliance
  • Due Diligence
  • Economics
  • Know Your Customer (KYC)
  • Marketing
  • Sales
  • Wealth Management

Job Description

Assistant Vice President, Senior Relationship Manager

  • Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral and personal business connections
  • Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers
  • Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers relationships and providing differentiated services
  • Ensure all selling activities are in compliance with the bank’s guidelines
  • Conduct Due Diligence Checking and “KYC” process for customers
  • Execute investment product transactions for customers
  • Assist in Private Banking business acquisition and marketing activities
  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics
  • Qualified for registration as a Securities Intermediary (Relevant Individual) and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank
  • Qualified for PWMA is preferred
  • Minimum 5 years' solid experience in serving high-net-worth customers
  • Experience in developing cross border business / serving Mainland Chinese high-net-worth customers will be an advantage
  • Well-planned, mature with excellent management skills
  • Strong analytical skills and solid track record in developing relationships with customers
  • Familiar with banking operations and related policies, legal and regulatory requirements
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Putonghua
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Chong Hing BankFinancial Services, Retail and Commercial Banking

Chong Hing Bank Centre, 24 Des Voeux Rd Central, Central

directions_walk3 mins walk from Central Station