Private Banking Relationship Manager - Topin Recruitment

Topin Recruitment; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

Topin Recruitment is seeking a Private Banking Relationship Manager to join our client’s Private Banking division in Hong Kong. The role focuses on building and maintaining strong client relationships while driving business growth through tailored financial products and services for High Net-worth clients across Hong Kong, Taiwan & Greater Bay Area.

Key responsibilities include developing new customers with the Wealth Management team, maintaining relationships through events and meetings, and

Qualifications

• 4-6+ years’ of work experience in Banking/Finance industry, preferably in Taiwan market.
• Bachelor degree or above in Business Administration/Management, Finance, Accounting or relevant disciplines.
• Professional licenses, ie CFAs, CPAs highly preferable.
• Good command of written and spoken English, Cantonese and Mandarin.

Responsibilities

• Develop new customers and expand private banking business portfolio with Corporate Banking & Wealth Management teams.
• Maintain and manage customer relationships via regular events, visits and meetings.
• Meet customer needs and regularly review assets and investment portfolios.

Skills

Relationship management

Client acquisition

Portfolio review

Events & meetings coordination

Education

Bachelor degree or above in Business Administration/Management, Finance, Accounting or relevant disciplines

Job description

Private Banking Relationship Manager - Topin Recruitment

We are seeking a Relationship Manager for our client's Private Banking division. This role focuses on building and maintaining strong client relationships while driving business growth through the sale of tailored financial products and services for our High Net-worth clientele in Hong Kong, Taiwan & Greater Bay Area.

Key Responsibilities

• Develop new customers and expand private banking business' portfolio together with Corporate Banking & Wealth Management team
• Maintain and manage customer relationships via regular events, visits & meetings
• Meet customer needs and regularly review customer's assets & investment portfolio

What They Are Looking For

• 4-6+ years’ of work experience in Banking/ Finance industry, preferably in Taiwan market
• Bachelor degree or above in Business Administration/Management, Finance, Accounting or relevant disciplines
• Professional licenses, ie CFAs, CPAs highly preferable
• Good command of written and spoken English, Cantonese and Mandarin