Job Title

Relationship Manager /Investment Consultant (Private Banking)

  • Position:
  • Salary:
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  • Job ID: 03183
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Job Description

Job duties:

  • Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Bank
  • Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on individual clients’ circumstances and risk appetite
  • Provide banking services, investment advices and execute transactions for clients
  • Monitor clients’ portfolio and provide update to clients
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
  • Develop and maintain relationship with business partners and assist in the development of marketing and business related projects in bank

Job requirements:

  • Degree holders or equivalent
  • Over 3 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of various banking and investment products
  • Good selling, relationship building, communication and interpersonal skills
  • Professional licensing qualifications on HKSI and IIQE Papers is preferred

Candidates with more experience can apply for “Senior Relationship Managers


Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Admin & HR

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Relationship Manager /Investment Consultant (Private Banking) (ID: 3183)

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