(Senior) Relationship Manager - Private Banking Department

Chong Hing Bank Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

5-day week

Discretionary bonus

Birthday leave

Marriage leave

Maternity leave

Paternity leave

Examination leave

Insurance plan

Medical plan

Family medical plan

Job summary

Chong Hing Bank Limited is seeking a Senior Relationship Manager in Private Banking. You will acquire new customers, tailor wealth solutions, and deepen relationships while ensuring compliance and a strong KYC process.

The role emphasizes cross-border experience, high-net-worth client servicing, and seamless collaboration with marketing and product teams. Excellent English, Chinese and Mandarin skills are required.

Qualifications

• University degree in business, accounting, finance, or economics.
• PWMA qualification is preferred
• Minimum 5 years' solid experience serving high-net-worth customers
• Experience developing cross-border business or Mainland Chinese HNW clients is an advantage
• Excellent communication, English/Chinese/Mandarin; strong relationship management

Responsibilities

• Acquire new Private Banking customers and solicit opportunities via cross-selling, referrals, and personal connections.
• Identify customer needs and tailor solutions across banking, investment and wealth management products.
• Grow wealth of Private Banking clients by deepening relationships with differentiated services.
• Ensure all selling activities comply with bank guidelines.
• Conduct Due Diligence and KYC for customers.
• Execute investment product transactions for customers.
• Assist in Private Banking acquisition and marketing activities.

Skills

Analytical skills

Communication skills

Interpersonal skills

Management skills

Planning skills

Relationship building

Multilingual (English/Chinese/Mandarin

Education

Bachelor’s degree in Business/Finance/Accounting/Economics

Job description

(Senior) Relationship Manager - Private Banking Department

Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral and personal business connections

Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers

Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers relationships and providing differentiated services

Ensure all selling activities are in compliance with the bank’s guidelines

Conduct Due Diligence Checking and “KYC” process for customers

Execute investment product transactions for customers

Assist in Private Banking business acquisition and marketing activities

Requirements

• University graduate, preferably major in Business Administration, Accounting, Finance or Economics
• Qualified for registration as a Securities Intermediary (Relevant Individual) and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank
• Qualified for PWMA is preferred
• Minimum 5 years' solid experience in serving high-net-worth customers
• Experience in developing cross border business / serving Mainland Chinese high-net-worth customers will be an advantage
• Well-planned, mature with excellent management skills
• Strong analytical skills and solid track record in developing relationships with customers
• Familiar with banking operations and related policies, legal and regulatory requirements
• Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin.

Benefit / Other Information

• 5-day week
• Discretionary bonus
• Birthday leave
• Marriage leave
• Extra maternity leave
• Extra Paternity Leave
• Examination leave
• Insurance plan
• Medical plan
• Family medical plan

The Mandatory Reference Checking (MRC) Scheme is a regulatory framework established by the Hong Kong Monetary Authority, which requires banks to check the conduct history of prospective employees for positions defined under the scheme. Therefore, MRC will be a part of our selection process if you apply for the in-scope positions. For details, please refer to the “Frequently Asked Questions for In‑Scope Individuals” (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2) published by HKAB.

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Chong Hing Bank Limited was established in Hong Kong in 1948. The Bank and its subsidiaries, including Chong Hing Securities and Chong Hing Insurance, provide comprehensive commercial banking and financial services to individuals and businesses. Our services include HKD and foreign currency deposits, credit facilities, foreign exchange, wealth management, investments, securities trading, insurance, and mandatory provident funds. With over 30 branches in Hong Kong, one in Macau, and 17 in Mainland China, Chong Hing Bank continues to expand its operations. Join our dynamic team and build a successful career with us.

Chong Hing Bank Limited was established in Hong Kong in 1948. The Bank and its subsidiaries, including Chong Hing Securities and Chong Hing Insurance, provide comprehensive commercial banking and financial services to individuals and businesses. Our services include HKD and foreign currency deposits, credit facilities, foreign exchange, wealth management, investments, securities trading, insurance, and mandatory provident funds. With over 30 branches in Hong Kong, one in Macau, and 17 in Mainland China, Chong Hing Bank continues to expand its operations. Join our dynamic team and build a successful career with us.

Central, Central and Western District, HK