Senior Relationship Manager (Private Banking & Wealth Management Department)
Core
Provide full suite of wealth management and banking services to high net worth individual clients, establishing new relationships and managing existing ones to grow Assets Under Management and Revenue.
Role type
Senior Relationship Manager (Private Banking)
Builds
Client portfolios and revenue streams for high net worth individuals
Domain
Private Banking & Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, business development, network leverage, high net worth client servicing
Preferred skills
International Private Wealth client focus, ECF qualification
Technologies
IIQAS, HKSI
Responsibilities
Establish new private banking relationships, manage existing relationships, monitor clients' portfolios to identify business opportunities, pursue business development activities with International Private Wealth clients
Seniority
Senior, hands-on IC