Priority Private Relationship Manager

Standard Chartered Bank; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

Standard Chartered Bank is seeking a Priority Private Relationship Manager in Hong Kong to manage high-net-worth clients, deliver tailored financial solutions, and drive growth while ensuring regulatory compliance. The role emphasizes deep client engagement and proactive portfolio reviews in a fast-paced wealth banking environment.

The candidate should possess solid relationship management experience within banking, relevant IIQE/HKSI qualifications, and fluency in English, Mandarin and

Qualifications

• Solid years of relationship management and business development experience in banking.
• Insurance IIQE and HKSI papers as required.
• Excellent communication, interpersonal and analytical abilities.
• Strong time management and ability to multi-task.
• Proficiency in English, Mandarin and Cantonese.

Responsibilities

• Conduct professional, consultative financial analysis and profiling with customers to meet their financial goals.
• Foster and deepen customer relationships by providing regular market updates and portfolio reviews.
• Work with Branch Manager and Team Heads to create monthly plans to achieve and exceed sales targets.
• Provide proactive follow up services with existing customers.
• Acquire new-to-bank customers and grow portfolios by converting potential referral leads.
• Strictly adhere to KYC/AML and other regulatory requirements.

Skills

Relationship management

Business development

Communication skills

Analytical skills

Interpersonal skills

Time management

Multi-tasking

English, Mandarin, Cantonese

Education

Bachelor's degree

Job description

Job Summary

As a Standard Chartered Priority Private Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Key Responsibilities

• Conduct professional, consultative financial analysis and profiling with customers to meet their financial goals.
• Foster and deepen customer relationships by providing regular market updates, portfolio reviews riding on our banks’ different financial solutions
• Work closely with the Branch Manager / Team Heads and create monthly plans to achieve and exceed sales targets, meeting new business and customer acquisition goals.
• Provide proactive follow up services with existing customers
• Acquire new-to-bank customers and grow the relationship portfolios by converting potential referral leads from both internal & external counterparts
• Strictly adhere toKYC/AML and other compliancerequirements by our bank & related regulators

Skills and Experience

• Degree Holder preferred
• Solid years of relationship management and business development experience within banking industry
• Currently obtained relevant Insurance Intermediaries Qualifying Examination (IIQE) papers and Hong Kong Securities and Investment Institution (HKSI) Papers
• Excellent communication, interpersonal, relationship building and analytical skills
• Ability to learn new products and knowledge quickly
• Excellent in time management, prioritization & ability to multi-tasking
• In-depth understanding of financial products and sensitive to market trends and benchmarking
• Work in a flexible and agile way according to bank’s directions
• Proficiency in English, Mandarin and Cantonese (Written & Verbal)

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## More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 觀塘

Employment Term

• 全職

Education

• 學士