relationship manager, private banking in Hong Kong

morris cheng, randstad hong kong
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job details

hong kong
banking & financial services
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working hours
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morris cheng, randstad hong kong
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job description

about the company.
Our client, one of the largest banks in the region, provides professional financial management services to ultra-high-net-worth customers in Hong Kong. This renowned bank is seeking a high caliber professional to join their private 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 manage customers' portfolio by providing advisory service and cross-sell investment/FX/securities products

-You will establish and maintain cordial relationships with existing and potential clients.

-You will work independently and expand the business portfolio of Private Banking Centre.

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 5+ years banking experience as a Relationship Manager with a wide and deep understanding of investment and insurance products.

You will have solid experience in investment & insurance products. You will qualify in IIQE and HKSI. 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


Relationship management, customer relationship, retail banking, premier, private banking, job, investment, insurance,


Qualifications in IIQE and HKSI
(CPWP would be an advantage)

educational requirements

Bachelor Degree