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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.

工作職責

  • 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

工作要求

  • 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
職位編號:
26142
日期:
01/03/2023
工作類別:
銀行業
薪金範圍:
$Neg.
學歷要求:
Degree
聯絡電郵:
[email protected]

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