Private Banking - Relationship Manager [Ref no: PBRM-CN]

Nanyang Commercial Bank; Hong Kong; On-site; HKD 781,000 - 1,004,000; Full time

Job summary

Nanyang Commercial Bank is seeking a seasoned Private Banking Sales professional in Hong Kong. You will manage a portfolio of premium clients, deliver wealth management advice, and drive market updates and portfolio reviews.

The role requires deep knowledge of private banking products, strong client networks, and fluent English, Cantonese, and Putonghua to communicate effectively with a diverse client base.

Qualifications

• Bachelor’s degree or above.
• At least 5 years of sales experience in private banking.
• Knowledge of investment market and private banking products.
• Understanding of private banking operations and policies.
• Excellent connections in private banking market.
• Sales and customer-oriented with strong communication.
• HKSI 1,7,8 or IIQE 1,2,3 & 5.
• PWMA or CFPCM qualifications are an advantage.
• Proficiency in English, Chinese and Putonghua.

Responsibilities

• Develop and manage a portfolio of private banking clients.
• Provide investment portfolio analysis and wealth management advice.
• Provide regular portfolio reviews and market updates to clients.
• Promote a full range of banking and investment products to achieve sales targets.

Skills

Sales experience

Private banking knowledge

Communication skills

English, Chinese, Putonghua

Education

Bachelor’s degree or above

Tools

HKSI/IIQE

PWMA/CFPCM

Job description

Job Responsibilities:

• Develop and manage a portfolio of private banking clients;
• Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice;
• Provide regular portfolio review and market update to clients;
• Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank.

Job Requirements:

• Bachelor’s degree or above;
• At least 5 years of sales experience in private banking field;
• Sound knowledge towards investment market and private banking products;
• Good understanding of private banking operations and policies;
• Excellent connection in private banking market;
• Sales and customer-oriented with good communication skills;
• Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 is a must;
• Holder of PWMA or CFPCM qualifications will be an advantage;
• Proficiency in both written and spoken English, Chinese and Putonghua.

This positionis subject tothe Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA).You are required to give consent for the Bank to conduct reference checkswith your previous employers,and offer of employment is conditional upon satisfactory MRC results.For more details, please visit The Hong Kong Association of Banks (HKAB)’swebsite at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme]. Additional information could be provided upon request.

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## More Job Information

Salary

• 70000 - 90000 / MONTH

Job Function

• 銀行 · 金融服務 - 顧客服務 · 關係管理

Education

• 學士