Relationship Manager, Vice President (Private Wealth Management / Private Banking)

Employer
CMB Wing Lung Bank
Location
Hong Kong
Salary
Competitive
Posted
Feb 18, 2019
Closes
Mar 24, 2019
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Respnsibilities:

  • Developing and mangeing portfolio of high net worth cross-border customers by provide professional wealth management and inherited solutions
  • Exploring new business opportunities with prospective customers through networks and channels of the Bank
  • Ensuring that compliance requirements are strictly observed and followed
  • Business trip is needed

Requirements:

  • Degree holder preferably in business related discipline or equivalent
  • Minimum 5 years' solid banking experience in serving high net worth cross-border customers and portfolio management ¬†
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities & Investment Institute Licensing Examinations
  • Professional qualifications such as CFA, CFP, PWMA or ECF preferred
  • Experience in offering wealth management service and proven track record in managing and growing assigned customer portfolio
  • Sound knowledge in wealth mangement products¬†
  • Strong interpersonal and presentation skills
  • Proactive, mature, independent, customer-oriented
  • Excellent command of spoken and written English and Chinese; fluent Putonghua is a must

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