Relationship Manager

Full-time
Senior (6-10 years)

Technical Skills

  • Customer Service
  • Investment Advisory
  • Relationship Management
  • Sales

Job Description

Relationship Manager


Relationship Manager

Private Banking Department - Private Banking and Trust Services

We are currently seeking a high caliber professional to join our department as Relationship Manager.

Principal responsibilities:
  • Develop and manage a portfolio of private banking customers
  • Provide investment advice and deliver premium service to customers and execute their orders
  • Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
  • Manage the credit quality and monitor the exposure of customers' loan portfolios
  • Work with internal departments to solicit business referrals
Requirements:
  • University degree in a related discipline OR other relevant qualifications such as CFP or CFA
  • Passes in the HKSI licensing examinations
  • Minimum 6 years' banking experience, with good knowledge of investment products
  • Strong sales orientation and ability to work under pressure
  • Good communication, interpersonal, analytical and relationship management skills
  • Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
e-mail: [email redacted, apply via Jobable]
&nbsp
Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder, HKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Hang Seng BankFinancial Services, Retail and Commercial Banking

83 Des Voeux Road Central

directions_walk10 mins walk from Central Station