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Relationship Manager, Client Relationship - PBD

Posting Date:  Nov 24, 2022

Hong Kong, HK

Employment Status:  Permanent
Department:  Private Banking Department
Job Description: 

Job Responsibilities

  • Achieve business target which is assigned by management
  • Manage customers’ portfolio by providing advisory service and perform trading order execution for clients
  • Identify new business opportunity and cross-sell other bank products to existing clients and potential clients
  • Sell and cross-sell investment / FX / securities products for acquiring, disposing and subscribing underwriting securities
  • Maintain cordial relationship with existing clients and potential clients through regular visit, business call, business function and social gathering
  • Monitor daily performance and business activities of clients’ account
  • Analyze business potential and creditability of clients’ portfolio for risk management purpose
  • Generate NII by negotiation with clients for credit facility arrangement
  • Prepare call report and maintain a high service quality to clients
  • Prepare credit proposal, ratification memo and report business development on monthly basis

Job Requirements

  • Bachelor of Finance, Economics, Business or equivalent
  • Over 5 years of banking experience or relevant working experience
  • Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage
  • Qualifications in IIQE and HKSI is a must and CPWP is an advantage
  • Good PC skills (Microsoft Word, Excel & PowerPoint )
  • Good command of written and spoken English & Chinese (including Putonghua)