Wealth Private Banking Relationship Lead

Be Myjob Company Limited; Hong Kong; On-site; HKD 800,000 - 1,400,000; Full time

Job summary

Be Myjob Company Limited in Hong Kong is seeking a Product Specialist in Private Banking to support sales of investment products, coordinate with relationship managers and meet targets. You will deliver investment ideas to clients and train RM on product knowledge.

The role requires a degree, strong investment product knowledge, and relevant qualifications (SFC/HKMA/IIQA; IIQE/HKSI; CFA/CPWP preferred) with 3–4+ years in banking or wealth management and fluency in English and Chinese.

Qualifications

• University degree or above in related subjects.
• Strong investment products knowledge.
• Qualifications in SFC / HKMA / IIQA.
• CFA / CPWP is highly preferred.
• At least 3 years related banking and wealth management experience.
• Excellent communication, writing and analytical skills.
• Good command of English and Chinese including Putonghua.
• Bachelor’s degree or equivalent in finance/economics/business is advantageous.
• Minimum 4 years of retail/private banking or related experience.
• IIQE and HKSI qualifications are a must; CPWP is an advantage.

Responsibilities

• Achieve business targets assigned by management.
• Manage customer portfolios by providing advisory services and executing trading orders.
• Identify new business opportunities and cross-sell other bank products.
• Sell and cross-sell investment / FX / securities products for underwriting activities.
• Maintain cordial relationships with clients through regular visits and events.
• Monitor daily client account activity and performance.
• Analyze client portfolios for risk management and potential credit needs.
• Generate net interest income by negotiating credit facilities.
• Prepare call reports and maintain high service quality.
• Prepare credit proposals and monthly business development reports.

Skills

Investment knowledge

Communication skills

Analytical skills

Writing skills

Education

Bachelor’s degree or above

SFC/HKMA/IIQA qualifications

IIQE/HKSI qualifications

CFA/CPWP (preferred)

Job description

Be Myjob Company Limited in Hong Kong is seeking a Product Specialist in Private Banking to support sales of investment products, coordinate with relationship managers and meet targets. You will deliver investment ideas to clients and train RM on product knowledge.

The role requires a degree, strong investment product knowledge, and relevant qualifications (SFC/HKMA/IIQA; IIQE/HKSI; CFA/CPWP preferred) with 3–4+ years in banking or wealth management and fluency in English and Chinese.