You are successfully logged out of your my randstad account

You have successfully deleted your account

Thank you for subscribing to your personalised job alerts.

22 jobs found for Private banking in Hong Kong

filter1
clear all
    • permanent
    • HK$25,000 - HK$40,000, per month, attractive package
    • full-time
    about the company.Our client is one of the largest forgien bank, providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is seeking a high caliber professional to join as Assistant Relationship Manager in their Private Bank segment.about the team.You will join a result-oriented team with strong support from leadership and middle / back office. You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. about the job.-You will support Relationship Managers in executing a broad range of banking and investment transactions for Private Banking clients.-You will work closely with internal departments on the account opening processes in terms of KYC, Due Diligence etc.-You will support Relationship Managers in attending to and follow-up on customer service issues with clients and internal departmentsskills & experiences required.Your previous experience in sales support acquired from International Private Banks or wealth management groups will bring you closer to success to the position. You will have 3+ years of solid experience in sales support, client profiling, KYC diligence and other sales documentation.Solid experience in building customer relationships is an advantage.You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3 (Candidate with IIQE 5 would be an advantage). You will be proficient in English, Cantonese and Mandarin. You are a well-structured individual with a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is one of the largest forgien bank, providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is seeking a high caliber professional to join as Assistant Relationship Manager in their Private Bank segment.about the team.You will join a result-oriented team with strong support from leadership and middle / back office. You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. about the job.-You will support Relationship Managers in executing a broad range of banking and investment transactions for Private Banking clients.-You will work closely with internal departments on the account opening processes in terms of KYC, Due Diligence etc.-You will support Relationship Managers in attending to and follow-up on customer service issues with clients and internal departmentsskills & experiences required.Your previous experience in sales support acquired from International Private Banks or wealth management groups will bring you closer to success to the position. You will have 3+ years of solid experience in sales support, client profiling, KYC diligence and other sales documentation.Solid experience in building customer relationships is an advantage.You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3 (Candidate with IIQE 5 would be an advantage). You will be proficient in English, Cantonese and Mandarin. You are a well-structured individual with a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$60,000 - HK$70,000 per month
    • full-time
    about the company Our client is a foreign Private Bank with services across corporate banking, asset and wealth management. They are looking for an experienced Credit Approver to facilitate its business growth in Asia Pacific. about the team This bank provides a stable job environment and supportive work culture. about the job You will: Manage the loan portfolio and advise collateral level to the business Review and approve Lombard lending within delegated authority to ensure that it is in compliance with the bank's polices and regulatory requirementsEvaluate credit risk exposure and manage the LTV ratio for Lombard Lending requestsParticipate in new product approval and enhance credit policy skills & experiences required. Minimum 8 years experience in credit risk management or credit approval in Private Banking/ Private Wealth ManagementGood knowledge in credit analysis as well as collateral management (credit monitoring and control) Familiar with private banking product such as bonds, equities, structured notes and funds Excellent command of English and Chinese
    about the company Our client is a foreign Private Bank with services across corporate banking, asset and wealth management. They are looking for an experienced Credit Approver to facilitate its business growth in Asia Pacific. about the team This bank provides a stable job environment and supportive work culture. about the job You will: Manage the loan portfolio and advise collateral level to the business Review and approve Lombard lending within delegated authority to ensure that it is in compliance with the bank's polices and regulatory requirementsEvaluate credit risk exposure and manage the LTV ratio for Lombard Lending requestsParticipate in new product approval and enhance credit policy skills & experiences required. Minimum 8 years experience in credit risk management or credit approval in Private Banking/ Private Wealth ManagementGood knowledge in credit analysis as well as collateral management (credit monitoring and control) Familiar with private banking product such as bonds, equities, structured notes and funds Excellent command of English and Chinese
    • permanent
    • HK$30,000 - HK$40,000, per month, Bonus
    • full-time
    about the company Our client is a well-established corporate bank with private banking sector about the team The team is currently expanding and hands-on about the job You will:Assist in the enhancement of the Product Due Diligence and Product Risk Rating framework of the private banking sectorPerform product due diligence on private banking productsEnsure dealing activity and product due diligence comply with external regulations, internal policies & procedures, and compliance requirements skills & experiences required Degree or above in Accounting, Finance, Business Administration, Risk Management, Financial; Engineering or related disciplines At least 2 years’ experience in the banking industry with relevant experience in private banking, product due diligence,Good understanding on private banking products, the relevant regulatory requirements and the market practice in Hong KongGood command in both Chinese and English To apply online, please click on the link. Alternatively, for a confidential discussion please contact Cheryl Tsang on + 852 2232 3470 or email: cheryl.tsang@randstad.com.hk
    about the company Our client is a well-established corporate bank with private banking sector about the team The team is currently expanding and hands-on about the job You will:Assist in the enhancement of the Product Due Diligence and Product Risk Rating framework of the private banking sectorPerform product due diligence on private banking productsEnsure dealing activity and product due diligence comply with external regulations, internal policies & procedures, and compliance requirements skills & experiences required Degree or above in Accounting, Finance, Business Administration, Risk Management, Financial; Engineering or related disciplines At least 2 years’ experience in the banking industry with relevant experience in private banking, product due diligence,Good understanding on private banking products, the relevant regulatory requirements and the market practice in Hong KongGood command in both Chinese and English To apply online, please click on the link. Alternatively, for a confidential discussion please contact Cheryl Tsang on + 852 2232 3470 or email: cheryl.tsang@randstad.com.hk
    • permanent
    • HK$45,000 - HK$60,000 per month
    • full-time
    about the companyOur client is a leading Regional Bank in APAC. Well-known for their Private Banking and Corporate Banking business about the jobMonitor and advise Private Banking activities in compliance perspective Conduct investment suitability assessments and review product due diligenceProvide training to front line staff on investment suitability and increase risk awareness & compliance culture. Topics covering material amend/cancel/re-book check, upward post-trade amendment check, order taking process for investment products etc Assist in bank-wide compliance projects and initiatives for Private Banking business skills & experiences requiredUniversity Degree in Economics, Finance, Law or AccountingAt least 3 to 7 years of relevant experience. Private Banking experience would be an advantage, Retail Banking/Wealth Management experience would be consideredExperience in performing investment suitability testing is a mustUnderstand selling practice and good to have product due diligence experience Written and spoken English and conversational Chinese To apply online, please click on the link. Alternatively, for a confidential discussion please contact Joanne Lo on + 852 2232 3421 or email: joanne.lo@randstad.com.hk
    about the companyOur client is a leading Regional Bank in APAC. Well-known for their Private Banking and Corporate Banking business about the jobMonitor and advise Private Banking activities in compliance perspective Conduct investment suitability assessments and review product due diligenceProvide training to front line staff on investment suitability and increase risk awareness & compliance culture. Topics covering material amend/cancel/re-book check, upward post-trade amendment check, order taking process for investment products etc Assist in bank-wide compliance projects and initiatives for Private Banking business skills & experiences requiredUniversity Degree in Economics, Finance, Law or AccountingAt least 3 to 7 years of relevant experience. Private Banking experience would be an advantage, Retail Banking/Wealth Management experience would be consideredExperience in performing investment suitability testing is a mustUnderstand selling practice and good to have product due diligence experience Written and spoken English and conversational Chinese To apply online, please click on the link. Alternatively, for a confidential discussion please contact Joanne Lo on + 852 2232 3421 or email: joanne.lo@randstad.com.hk
    • permanent
    • HK$80,000 - HK$160,000, per month, great commission scheme
    • full-time
    about the company. This well-known global bank is looking for well-focused coverage manager to join their Wealth Management team to manage and grow their customer portfolio across APAC. With broad product capability and exiting pool of clientele, they are in a great position to epand and lead in the market about the team. Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue. Client meetings are expected from your KPI instead of internal meetings. about the job. As an influential member of the team, you will cover all aspects within private banking /wealth management spaceestablish and maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely mannerdrive business goals and achieve sales revenue targetbe an expert in the market and communicate with Product & Research teamskills & experiences required. Your previous experience as a Wealth Management / Private banking and familiarity with Investment, Insurance, Equities, Bonds, Real estate products will help you succeed in this role. You will have 8+ years of experience in private banking. You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the bank. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company. This well-known global bank is looking for well-focused coverage manager to join their Wealth Management team to manage and grow their customer portfolio across APAC. With broad product capability and exiting pool of clientele, they are in a great position to epand and lead in the market about the team. Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue. Client meetings are expected from your KPI instead of internal meetings. about the job. As an influential member of the team, you will cover all aspects within private banking /wealth management spaceestablish and maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely mannerdrive business goals and achieve sales revenue targetbe an expert in the market and communicate with Product & Research teamskills & experiences required. Your previous experience as a Wealth Management / Private banking and familiarity with Investment, Insurance, Equities, Bonds, Real estate products will help you succeed in this role. You will have 8+ years of experience in private banking. You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the bank. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$80,000 - HK$160,000, per month, great commission scheme
    • full-time
    about the company. This well-known global bank is looking for well-focused coverage manager to join their Wealth Management team to manage and grow their customer portfolio across APAC. With broad product capability and exiting pool of clientele, they are in a great position to epand and lead in the market about the team. Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue. Client meetings are expected from your KPI instead of internal meetings. about the job. As an influential member of the team, you will cover all aspects within private banking /wealth management space establish and maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely mannerdrive business goals and achieve sales revenue targetbe an expert in the market and communicate with Product & Research teamskills & experiences required. Your previous experience as a Wealth Management / Private banking and familiarity with Investment, Insurance, Equities, Bonds, Real estate products will help you succeed in this role. You will have 8+ years of experience in private banking. You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the bank. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company. This well-known global bank is looking for well-focused coverage manager to join their Wealth Management team to manage and grow their customer portfolio across APAC. With broad product capability and exiting pool of clientele, they are in a great position to epand and lead in the market about the team. Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue. Client meetings are expected from your KPI instead of internal meetings. about the job. As an influential member of the team, you will cover all aspects within private banking /wealth management space establish and maintain client relationships by understanding their special needs, handling their inquiries and complaints in a timely mannerdrive business goals and achieve sales revenue targetbe an expert in the market and communicate with Product & Research teamskills & experiences required. Your previous experience as a Wealth Management / Private banking and familiarity with Investment, Insurance, Equities, Bonds, Real estate products will help you succeed in this role. You will have 8+ years of experience in private banking. You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the bank. Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$40,000, per month, Bonus
    • full-time
    about the company Our client is a well-established private bank. about the team The team is expanding and dynamic. about the job You are responsible for: Ensuring the monitoring, review, testing and challenge the results of the First Line of DefencePerform sales suitability, including online investment distribution and private banking productsSupport the implementation and maintenance of the Business Risk Framework and identifying and assessing the overall effectiveness of the internal control environment, specifically the control tools and processes, in the private banking sector skills & experiences required Bachelor degree in finance, business administration or related disciplinesAt least 3 years of relevant working experience in private banking, wealth management sectorsGood understanding of the key risks associated with the Private Banking productsGood command in English, Chinese is a plus To apply online, please click on the link. Alternatively, for a confidential discussion please contact Cheryl Tsang on + 852 2232 3470 or email: cheryl.tsang@randstad.com.hk
    about the company Our client is a well-established private bank. about the team The team is expanding and dynamic. about the job You are responsible for: Ensuring the monitoring, review, testing and challenge the results of the First Line of DefencePerform sales suitability, including online investment distribution and private banking productsSupport the implementation and maintenance of the Business Risk Framework and identifying and assessing the overall effectiveness of the internal control environment, specifically the control tools and processes, in the private banking sector skills & experiences required Bachelor degree in finance, business administration or related disciplinesAt least 3 years of relevant working experience in private banking, wealth management sectorsGood understanding of the key risks associated with the Private Banking productsGood command in English, Chinese is a plus To apply online, please click on the link. Alternatively, for a confidential discussion please contact Cheryl Tsang on + 852 2232 3470 or email: cheryl.tsang@randstad.com.hk
    • permanent
    • HK$40,000 - HK$60,000 per month
    • full-time
    about the company.A regional private and corporate bank is looking for a Customer Due Diligence (CDD) Compliance Manager about the team.You will be joining a team of 40+ in Compliance Team about the job.Perform day-to-day Customer Due Diligence (CDD) review and approval. Review client due diligence assessment to determine the nature and level of due diligence requiredDetect any reporting on suspicious activities Provide AML advisory to relevant internal parties Support regulatory filing and ad hoc projects skills & experiences required.Bachelor degree holder in Law, Finance, Accounting, Business or relevant disciplines Minimum of 5 years Customer Due Diligence (CDD)/AML experience (open to candidates in operation/compliance), preferably with Private Banking exposure Fluent in spoken and written English and Chinese Mature working attitude, self-motivated and a team player Interested parties please apply by clicking "Apply Now". Alternatively, for a confidential discussion please contact Joanne Lo on + 852 2232 3421 or email: joanne.lo@randstad.com.hk
    about the company.A regional private and corporate bank is looking for a Customer Due Diligence (CDD) Compliance Manager about the team.You will be joining a team of 40+ in Compliance Team about the job.Perform day-to-day Customer Due Diligence (CDD) review and approval. Review client due diligence assessment to determine the nature and level of due diligence requiredDetect any reporting on suspicious activities Provide AML advisory to relevant internal parties Support regulatory filing and ad hoc projects skills & experiences required.Bachelor degree holder in Law, Finance, Accounting, Business or relevant disciplines Minimum of 5 years Customer Due Diligence (CDD)/AML experience (open to candidates in operation/compliance), preferably with Private Banking exposure Fluent in spoken and written English and Chinese Mature working attitude, self-motivated and a team player Interested parties please apply by clicking "Apply Now". Alternatively, for a confidential discussion please contact Joanne Lo on + 852 2232 3421 or email: joanne.lo@randstad.com.hk
    • permanent
    • HK$45,000 - HK$65,000, per month, Quarterly commission + Discretionary bonus
    • full-time
    about the company.Our client is a top-tier regional bank providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is looking for a well-focused Relationship Manager to join the premier banking team to manage and grow their customer portfolio. about the team.You will be a part of a dynamic, fast-paced team with strong management support from leadership. You will enjoy the support from the middle and back office to make it easier to drive revenues. about the job.- You will provide a range of investment and insurance banking products to retail clients and high-net-worth customers. -You will develop and maintain relationships with customers by providing personalised advice and services to individual clients. -You will acquire new customers and discover new business opportunities for the branch. -You will report to the Branch Manager and work independently to achieve sales targets. skills & experiences required.Your previous experience as a Relationship Manager within a retail bank will bring you closer to success and fit into the position. You will have 3+ years of solid experience in selling financial services to retail customers. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is a top-tier regional bank providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is looking for a well-focused Relationship Manager to join the premier banking team to manage and grow their customer portfolio. about the team.You will be a part of a dynamic, fast-paced team with strong management support from leadership. You will enjoy the support from the middle and back office to make it easier to drive revenues. about the job.- You will provide a range of investment and insurance banking products to retail clients and high-net-worth customers. -You will develop and maintain relationships with customers by providing personalised advice and services to individual clients. -You will acquire new customers and discover new business opportunities for the branch. -You will report to the Branch Manager and work independently to achieve sales targets. skills & experiences required.Your previous experience as a Relationship Manager within a retail bank will bring you closer to success and fit into the position. You will have 3+ years of solid experience in selling financial services to retail customers. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$48,000 - HK$73,000, per month, attractive package
    • full-time
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for a senior relationship manager / Team Head to join their prestige retail banking team.about the team.You will join a result-oriented team with strong management support from leadership. You will also be supported by the middle and back office on sales activities to make it easier to drive revenues.about the job.-You will acquire high-net-worth customers and build strong relationships by providing personalised advice and services. -You will provide professional advice on Insurance, Investment solutions for portfolio management. -You will generate revenue for the branch to achieve annual sales targets. -You will work independently on various retail banking services and products.skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. You will have 3+ years experience as a Relationship Manager within a retail bank with a wide and deep understanding of retail banking products. You will have solid experience in investment & insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin.If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for a senior relationship manager / Team Head to join their prestige retail banking team.about the team.You will join a result-oriented team with strong management support from leadership. You will also be supported by the middle and back office on sales activities to make it easier to drive revenues.about the job.-You will acquire high-net-worth customers and build strong relationships by providing personalised advice and services. -You will provide professional advice on Insurance, Investment solutions for portfolio management. -You will generate revenue for the branch to achieve annual sales targets. -You will work independently on various retail banking services and products.skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. You will have 3+ years experience as a Relationship Manager within a retail bank with a wide and deep understanding of retail banking products. You will have solid experience in investment & insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin.If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$31,000 - HK$70,000, per month, attractive package
    • full-time
    about the company.This renowned regional bank, provides a wide range of financial products to UltraHigh Net Worth Clients in Hong Kong. Our client is looking for an experienced investment product specialist to join their retail /semi private banking. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team. You will work closely with the sales team to drive revenues. about the job.-You will work closely with the Relationship Management and Wealth Management teams in providing wealth management advisory services to HNW clients-You will provide technical and skills coaching for relationship managers to achieve branch sales objectives-You will engage in joint calls and meetings with customers regarding their investment needs-You will provide timely market and product updates to staff and customers skills & experiences required.-You will possess degree or above in Business Administration or related disciplines-You will have min. 3 years experience in investment products in Retail Banking-You will have strong knowledge in financial marketing and be familiar with investment & wealth management products.-You will have good command of spoken and written English and Chinese If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.This renowned regional bank, provides a wide range of financial products to UltraHigh Net Worth Clients in Hong Kong. Our client is looking for an experienced investment product specialist to join their retail /semi private banking. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team. You will work closely with the sales team to drive revenues. about the job.-You will work closely with the Relationship Management and Wealth Management teams in providing wealth management advisory services to HNW clients-You will provide technical and skills coaching for relationship managers to achieve branch sales objectives-You will engage in joint calls and meetings with customers regarding their investment needs-You will provide timely market and product updates to staff and customers skills & experiences required.-You will possess degree or above in Business Administration or related disciplines-You will have min. 3 years experience in investment products in Retail Banking-You will have strong knowledge in financial marketing and be familiar with investment & wealth management products.-You will have good command of spoken and written English and Chinese If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$31,000 - HK$70,000, per month, attractive package
    • full-time
    about the company.This renowned regional bank, provides a wide range of financial products to UltraHigh Net Worth Clients in Hong Kong. Our client is looking for an experienced investment product specialist to join their retail /semi private banking. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team. You will work closely with the sales team to drive revenues. about the job.-You will work closely with the Relationship Management and Wealth Management teams in providing wealth management advisory services to HNW clients-You will provide technical and skills coaching for relationship managers to achieve branch sales objectives-You will engage in joint calls and meetings with customers regarding their investment needs-You will provide timely market and product updates to staff and customers skills & experiences required.-You will possess degree or above in Business Administration or related disciplines-You will have min. 3 years experience in investment products in Retail Banking-You will have strong knowledge in financial marketing and be familiar with investment & wealth management products.-You will have good command of spoken and written English and Chinese If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.This renowned regional bank, provides a wide range of financial products to UltraHigh Net Worth Clients in Hong Kong. Our client is looking for an experienced investment product specialist to join their retail /semi private banking. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team. You will work closely with the sales team to drive revenues. about the job.-You will work closely with the Relationship Management and Wealth Management teams in providing wealth management advisory services to HNW clients-You will provide technical and skills coaching for relationship managers to achieve branch sales objectives-You will engage in joint calls and meetings with customers regarding their investment needs-You will provide timely market and product updates to staff and customers skills & experiences required.-You will possess degree or above in Business Administration or related disciplines-You will have min. 3 years experience in investment products in Retail Banking-You will have strong knowledge in financial marketing and be familiar with investment & wealth management products.-You will have good command of spoken and written English and Chinese If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$35,000, per year, attractive commission scheme
    • full-time
    about the company.Our client is the leading international financial services group, providing asset management solutions for individuals, groups and institutions. Our client is expanding their investment funds platform and looking for high calibers to join their investment sales team. about the team.You will enjoy strong support from leadership. You will work in a Hybrid environment with high flexibility and support from the company about the job.-You will proactively provide professional wealth management advisory services on mutual funds products -You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.-You will possess degree or above in Business Administration or related disciplines-You will have 1+ years of experience in mutual funds and investment products-You will possess HKSI paper 1, 4-You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is the leading international financial services group, providing asset management solutions for individuals, groups and institutions. Our client is expanding their investment funds platform and looking for high calibers to join their investment sales team. about the team.You will enjoy strong support from leadership. You will work in a Hybrid environment with high flexibility and support from the company about the job.-You will proactively provide professional wealth management advisory services on mutual funds products -You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.-You will possess degree or above in Business Administration or related disciplines-You will have 1+ years of experience in mutual funds and investment products-You will possess HKSI paper 1, 4-You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$45,000 - HK$65,000, per month, Quarterly commission + Discretionary bonus
    • full-time
    about the company.Our client is a top-tier regional bank providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is looking for a well-focused Relationship Manager to join the premier banking team to manage and grow their customer portfolio. about the team.You will be a part of a dynamic, fast-paced team with strong management support from leadership. You will enjoy the support from the middle and back office to make it easier to drive revenues. about the job.- You will provide a range of investment and insurance banking products to retail clients and high-net-worth customers. -You will develop and maintain relationships with customers by providing personalised advice and services to individual clients. -You will acquire new customers and discover new business opportunities for the branch. -You will report to the Branch Manager and work independently to achieve sales targets. skills & experiences required.Your previous experience as a Relationship Manager within a retail bank will bring you closer to success and fit into the position. You will have 3+ years of solid experience in selling financial services to retail customers. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is a top-tier regional bank providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is looking for a well-focused Relationship Manager to join the premier banking team to manage and grow their customer portfolio. about the team.You will be a part of a dynamic, fast-paced team with strong management support from leadership. You will enjoy the support from the middle and back office to make it easier to drive revenues. about the job.- You will provide a range of investment and insurance banking products to retail clients and high-net-worth customers. -You will develop and maintain relationships with customers by providing personalised advice and services to individual clients. -You will acquire new customers and discover new business opportunities for the branch. -You will report to the Branch Manager and work independently to achieve sales targets. skills & experiences required.Your previous experience as a Relationship Manager within a retail bank will bring you closer to success and fit into the position. You will have 3+ years of solid experience in selling financial services to retail customers. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$45,000 - HK$65,000, per month, Quarterly commission + Discretionary bonus
    • full-time
    about the company.Our client is a top-tier regional bank providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is looking for a well-focused Relationship Manager to join the premier banking team to manage and grow their customer portfolio. about the team.You will be a part of a dynamic, fast-paced team with strong management support from leadership. You will enjoy the support from the middle and back office to make it easier to drive revenues. about the job.- You will provide a range of investment and insurance banking products to retail clients and high-net-worth customers. -You will develop and maintain relationships with customers by providing personalised advice and services to individual clients. -You will acquire new customers and discover new business opportunities for the branch. -You will report to the Branch Manager and work independently to achieve sales targets. skills & experiences required.Your previous experience as a Relationship Manager within a retail bank will bring you closer to success and fit into the position. You will have 3+ years of solid experience in selling financial services to retail customers. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is a top-tier regional bank providing a wide range of banking and financial products in Hong Kong. Due to its steady business growth, this renowned bank is looking for a well-focused Relationship Manager to join the premier banking team to manage and grow their customer portfolio. about the team.You will be a part of a dynamic, fast-paced team with strong management support from leadership. You will enjoy the support from the middle and back office to make it easier to drive revenues. about the job.- You will provide a range of investment and insurance banking products to retail clients and high-net-worth customers. -You will develop and maintain relationships with customers by providing personalised advice and services to individual clients. -You will acquire new customers and discover new business opportunities for the branch. -You will report to the Branch Manager and work independently to achieve sales targets. skills & experiences required.Your previous experience as a Relationship Manager within a retail bank will bring you closer to success and fit into the position. You will have 3+ years of solid experience in selling financial services to retail customers. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$55,000, per year, great commission scheme
    • full-time
    about the company.Our client is the leading service broker dealer in Hong Kong, providing a full range of investment services including precious metals, commodities and derivatives, equities, fixed-income, currencies to individual, corporate and financial institutions. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team to drive revenues. about the job.You will proactively provide professional and all rounded wealth management advisory services You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.You will possess degree or above in Business Administration or related disciplinesYou will have experience in investment productsYou will possess HKSI paper 1, 2, 3You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is the leading service broker dealer in Hong Kong, providing a full range of investment services including precious metals, commodities and derivatives, equities, fixed-income, currencies to individual, corporate and financial institutions. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team to drive revenues. about the job.You will proactively provide professional and all rounded wealth management advisory services You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.You will possess degree or above in Business Administration or related disciplinesYou will have experience in investment productsYou will possess HKSI paper 1, 2, 3You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$55,000, per year, great commission scheme
    • full-time
    about the company.Our client is the leading service broker dealer in Hong Kong, providing a full range of investment services including precious metals, commodities and derivatives, equities, fixed-income, currencies to individual, corporate and financial institutions. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team to drive revenues. about the job.You will proactively provide professional and all rounded wealth management advisory services You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.You will possess degree or above in Business Administration or related disciplinesYou will have experience in investment productsYou will possess HKSI paper 1, 2, 3You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is the leading service broker dealer in Hong Kong, providing a full range of investment services including precious metals, commodities and derivatives, equities, fixed-income, currencies to individual, corporate and financial institutions. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team to drive revenues. about the job.You will proactively provide professional and all rounded wealth management advisory services You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.You will possess degree or above in Business Administration or related disciplinesYou will have experience in investment productsYou will possess HKSI paper 1, 2, 3You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$55,000, per year, great commission scheme
    • full-time
    about the company.Our client is the leading service broker dealer in Hong Kong, providing a full range of investment services including precious metals, commodities and derivatives, equities, fixed-income, currencies to individual, corporate and financial institutions. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team to drive revenues. about the job.You will proactively provide professional and all rounded wealth management advisory services You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.You will possess degree or above in Business Administration or related disciplinesYou will have experience in investment productsYou will possess HKSI paper 1, 2, 3You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is the leading service broker dealer in Hong Kong, providing a full range of investment services including precious metals, commodities and derivatives, equities, fixed-income, currencies to individual, corporate and financial institutions. about the team.You will enjoy strong support from leadership. You will work closely with the internal compliance and risk team to drive revenues. about the job.You will proactively provide professional and all rounded wealth management advisory services You will develop new client base through referrals and multiple channels for Net AUM, Active Account and Revenue GrowthYou will contribute to the achieving the section's service and sales targetsYou will provide timely updates on market trends to clients skills & experiences required.You will possess degree or above in Business Administration or related disciplinesYou will have experience in investment productsYou will possess HKSI paper 1, 2, 3You will have good command of spoken and written English and Chinese (both Cantonese and Mandarin )If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$60,000, per year, attractive package
    • full-time
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.-You will drive and implement insurance sales strategy in order to achieve the insurance business target-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy-You will promote appropriate insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.-You will drive and implement insurance sales strategy in order to achieve the insurance business target-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy-You will promote appropriate insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$60,000, per year, attractive package
    • full-time
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.-You will drive and implement insurance sales strategy in order to achieve the insurance business target-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy-You will promote appropriate insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.-You will drive and implement insurance sales strategy in order to achieve the insurance business target-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy-You will promote appropriate insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$60,000, per year, attractive package
    • full-time
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.-You will drive and implement insurance sales strategy in order to achieve the insurance business target-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy-You will promote appropriate insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.-You will drive and implement insurance sales strategy in order to achieve the insurance business target-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy-You will promote appropriate insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    • permanent
    • HK$30,000 - HK$70,000, per month, attractive package
    • full-time
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution. -You will drive and implement insurance sales strategy in order to achieve the investment / insurance business target -You will assess the investment objectives, current needs, and future goals to create asset allocation strategy -You will promote appropriate investment / insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk
    about the company.Our client is one of the largest regional banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their prestige retail banking team. about the team.You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership. about the job.-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution. -You will drive and implement insurance sales strategy in order to achieve the investment / insurance business target -You will assess the investment objectives, current needs, and future goals to create asset allocation strategy -You will promote appropriate investment / insurance products to achieve customers’ asset allocation plans. skills & experiences required.You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets. You will have 3+ years experience with a wide and deep understanding of insurance products. You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3. You will be proficient in English, Cantonese and Mandarin. If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk

Thank you for subscribing to your personalised job alerts.

Explore over 22 jobs in Hong Kong

It looks like you want to switch your language. This will reset your filters on your current job search.