Relationship Manager, Vice President (Private Wealth Management / Private Banking)
- Employer
- CMB Wing Lung Bank
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Oct 3, 2019
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Respnsibilities:
Requirements:
- 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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