Relationship Manager, Private Banking
Based in Hong Kong SAR China
Core
Identify, originate, and develop client relationships with high net worth individuals or families to deliver wealth management solutions.
Role type
Relationship Manager, Private Banking
Builds
Banking services and investment solutions for high net worth clients
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
wealth management, banking products, relationship building, regulatory compliance, portfolio monitoring, business partner development
Preferred skills
CPWP, HKSI LE Papers 1/7/8, IIQE Papers 1-3/5
Technologies
N/A
Responsibilities
Originate and maintain client relationships, formulate wealth management solutions, execute banking transactions, monitor client portfolios, conduct regular client reviews, develop business partner relationships
Seniority
Mid-level, hands-on IC