Private Banking RM

Private Banking RM

Hong Kong
5 - 8 Years
Not Specified

Job Description


  • Drive and develop new accounts by proactively engaging with both internal and external business partners.
  • Source private banking prospects, use networking skills to systematically acquire new clients, actively get involved in identifying and developing new business, capitalize business opportunities such as new policies issued by central government, and timely advising the Branch in adjusting the business direction to capture the business opportunities.
  • Create added value for both private banking clients and the Bank thru actively identifying the clients’ needs, wants and preferences so as to create a long-term trusting relationship which is indispensable to our clients.
  • Achieve agreed business targets and complete assigned tasks within specified time frames.
  • Work on ad hoc projects and tasks assigned by management from time to time

  • University graduate, with at least 5 years of relevant experience in private banking and/or wealth management business
  • Solid experience in client relationship management in both Mainland China and Hong Kong
  • Qualified and experienced under SFO to carry out Type 1 & 4 Regulated Activities
  • Able to communicate well with clients and business parties of the Mainland China
  • Strong inter-personal skills to manage a good relationship with clients and peers
  • Excellent command of written and spoken English and Chinese (including fluent Putonghua)

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level Hiring For: Junior Level, Mid Level, High Level, Top Management

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