(Senior) Relationship Manager - Private Banking Department

Chong Hing Bank; Hong Kong; On-site; HKD 558,000 - 725,000; Full time

Job summary

Chong Hing Bank is seeking a Private Banking professional in Hong Kong to acquire high-net-worth clients and deliver comprehensive wealth management solutions. You will identify client needs, provide customized investment and banking products, and deepen relationships with sophisticated customers.

The role requires solid experience, strong analytical and communication skills, and familiarity with regulatory requirements.

Qualifications

• University graduate in Business, Accounting, Finance or Economics.
• Qualified for registration as Securities Intermediary and Insurance Intermediary.
• PWMA preferred.
• Minimum 5 years' solid experience serving high-net-worth customers.
• Experience developing cross border business with Mainland Chinese clients.
• Strong client relationship management and analytical skills.
• Familiar with banking operations, policies, and regulations.
• Excellent communication in English, Chinese and Mandarin.

Responsibilities

• Acquire new Private Banking customers and solicit business opportunities through cross-selling and referrals.
• Identify customers’ needs and provide customized wealth management solutions.
• Grow wealth of Private Banking clients through relationship deepening and differentiated service.
• Ensure compliance with bank guidelines in all selling activities.
• Conduct Due Diligence and KYC processes.
• Execute investment product transactions for clients.
• Assist in Private Banking business acquisition and marketing activities.

Skills

Relationship mgmt

Cross-border biz

KYC

Compliance

Investment products

Communication skills

English/Chinese/Mandarin

Education

University degree in Business/Finance

DSE or equivalent

Tools

PWMA

Job description

Responsibilities:

• 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.

_______________________________________________________________________________________________________________________________________

More Job Information

Salary

• 50000 - 65000 / MONTH

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 中環

Employment Term

• 全職

Employment Term

• 長期

Education

• 中五至中七或DSE