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Private Banking Relationship Manager / Account Executive

 

Job Description

You will be responsible for identifying, originating and developing client relationships with high-net-worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the company.

 

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Responsibilities:

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• Originate, develop and maintain client relationships within the high-net-worth segment

• Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite

• Provide banking services and execute transactions for clients on a timely and effective manner

• Monitor clients’ portfolio and provide timely update to clients as appropriate

• Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details

• Provide efficient and high quality professional services and ensure a consistent delivery of good service standards and proposition

• Perform tasks in accordance with regulatory and compliance requirements

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Requirements:

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• Degree holder Minimum 3 years of relevant working experience in banking industry or investment business serving high net worth customers

• Familiar with KYC and account documentation with knowledge of wealth management products Excellent selling, relationship building and interpersonal skills

• Strong self-initiative and able to work under pressure

• Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent

• Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)

• The candidate who with less experience will be considered as Account Executive

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