Senior Relationship Manager

We are currently seeking a high caliber professional to join our department as Senior Relationship Manager.

Principal responsibilities

• Develop and manage a portfolio of private banking customers
• Provide investment advice and deliver premium service to customers and execute their orders
• Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
• Manage the credit quality and monitor the exposure of customers loan portfolios
• Work with internal departments to solicit business referrals

Requirements:

University degree in a related discipline OR other relevant qualifications such as CFP or CFA Passes in the HKSI and IIQE licensing examinations Minimum 6 years banking experience, with good knowledge of investment products Strong sales orientation and ability to work under pressure Ability to communicate effectively, embrace change and overcome challenges Ability to be resilient in face of difficult situations Strong desire of self-improvement and learn from experiences Good communication, interpersonal, analytical and relationship management skills Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Candidate with less experienced will be considered as Relationship Manager