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

Nanyang Commercial Bank, Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Nanyang Commercial Bank, Limited is seeking a Private Banking - Relationship Manager to develop and manage a portfolio of private banking clients in Hong Kong, delivering tailored wealth management strategies.

You will provide professional investment advice, perform portfolio analysis, review performance regularly, and promote the full range of banking and investment products to meet business targets, requiring strong communication and cross‑cultural skills in English, Chinese and Putonghua.

Qualifications

• 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.

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.

Skills

Sales experience

Client relationship

Portfolio analysis

Communication skills

Wealth management advice

Education

Bachelor’s degree or above

Job description

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

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.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Nanyang Commercial Bank offers a broad range of exciting employment opportunities to the exceptional people who are dynamic and have the passion to make things happen.