Relationship Manager, Private Banking
Core
Building and maintaining strong client relationships for High Net-worth clientele in Hong Kong, Taiwan & Greater Bay Area while driving business growth through tailored financial products.
Role type
Private Banking Relationship Manager
Builds
Private banking business portfolio and tailored financial products for High Net-worth clients
Domain
Banking / Finance / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, portfolio review, new customer acquisition, financial product sales
Preferred skills
CFA, CPA, experience in Taiwan market
Technologies
N/A
Responsibilities
Develop new customers and expand private banking business portfolio, Maintain and manage customer relationships via regular events, visits & meetings, Meet customer needs and regularly review customer's assets & investment portfolio
Seniority
Mid-level (4-6+ years experience)