Relationship Manager, Private Banking

Cathay United Bank; Hong Kong; On-site; HKD 558,000 - 669,600; Full time

Job summary

Cathay United Bank 在香港设立的私募财富管理岗位，负责开发超高净值客户并提供定制化财富解决方案。您将通过跨售、 referrals 和人脉关系扩大业务，并确保高质量的客户服务与严格的合规与风控。对私行及资金管理有深入了解者优先。

职位要求具备至少6年的相关工作经验、HKSI 与 SFO 许可，以及普通话、粤语和英语的流利沟通能力。公司提供稳定职业发展及竞争力薪酬。]

Qualifications

• 拥有金融、经济、商业等相关领域本科学历优先
• 至少6年的关系经理/投资顾问经验，私行或超高净值客户领域
• 具备 HKSI 证照及SFO相关交易/投资顾问资格
• 熟悉私行及 treasury 服务，了解银行运营及合规要求
• 具主动性、团队协作能力与良好沟通能力
• 熟练掌握普通话、粤语、英语三语沟通能力

Responsibilities

• 通过跨售、推荐及人脉关系开发新 UHNW 客户并创造业务机会
• 维护客户关系，提供高质量服务，并确保严格的尽职调查（KYC）合规
• 识别客户投资需求，提供定制化私募财富管理解决方案以符合投资目标和风险偏好
• 力争实现个人业绩目标，并维护公司文化与合规要求
• 严格遵守内部与外部监管要求

Skills

Mandarin

Cantonese

English

Relationship management

KYC compliance

Education

Bachelor's degree

Job description

Responsibilities:

• Acquire and develop new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
• Maintain client relationships with good service quality and ensure thorough KYC is conducted in compliance with regulatory requirement
• Identify clients’ investment needs. Advise and provide customized private wealth management solutions which meets client’s investment objectives and corresponding risk profile
• Aspire to achieve individual performance objectives as well as upholding corporate and compliance culture
• Strict adherence to internal and external regulatory requirements

Ideal candidates should possess:

• Degree holder in Finance, Economic, Business or relevant disciplines preferred
• At least 6years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector, experience in Taiwanese market a definite advantage
• Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities)
• Knowledge of private banking and treasury services, good understanding of banking operations and regulatory requirements
• Self-initiated and a strong team player
• Good communication and interpersonal skills
• Fluent in Mandarin, Cantonese and English

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More Job Information

Salary

• 50000 - 60000 / MONTH

Job Function

• 銀行 · 金融服務 - 顧客服務 · 關係管理

Location

• 銅鑼灣

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士