Relationship Manager, Private Banking (HK$30K - $45K) (Ref. No.: 26142)
Our client, a Leading Bank, is looking for high-caliber person to fill the position.
Job Duties
- To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation
- To cover client enquiries, clients’ account transactions monitoring
- Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
- Assist Relationship Managers in the daily maintenance of customer relationships
- Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions
Job Requirements
- Degree holder in Business, Finance or related disciplines
- Minimum 4 years of experience in private banking or wealth management industry. Solid experience in building customer relationships is an advantage
- Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is a must
- Customer-focused, with excellent communication and interpersonal skills
- Good command of written and spoken English and Chinese, fluency in Putonghua is a must
- Lesser experience will be considered as Assistant Relationship Manager
- Job No.:
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26142
- Date:
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01/03/2023
- Job Category:
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Banking
- Salary:
-
$Neg.
- Qualification:
-
Degree
- Apply Email:
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[email protected]
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