Relationship Manager, Client Relationship - PBD

Leadingnation; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Leadingnation in Hong Kong is looking for a banking professional to achieve business targets and manage client portfolios. This role involves providing advisory services related to investment, FX, and securities products.

The ideal candidate has over 5 years of banking experience and knowledge of high-net-worth client services, along with required qualifications in IIQE and HKSI. Bilingual skills in English and Chinese are essential.

Qualifications

• Over 5 years of banking experience or relevant working experience.
• Good knowledge of banking products and services to HNW clients.
• Qualifications in IIQE and HKSI is a must and CPWP is an advantage.

Responsibilities

• Achieve business targets assigned by management.
• Manage customers’ portfolios and provide advisory services.
• Identify new business opportunities and cross-sell banking products.

Skills

Business advisory

Trading order execution

Customer relationship management

Investment products knowledge

Risk analysis

Microsoft Office skills

Bilingual (English & Chinese)

Education

Bachelor of Finance, Economics, Business or equivalent

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)