Relationship Manager, Private Banking (HK$30K - $45K)
Hong Kong
Global Executive Consultants Ltd.
Published on www.allthetopbananas.com 16 Aug 2024
Relationship Manager, Private Banking (HK$30K - $45K) (Ref. No.: 26142)
Our client, a Leading Bank, is looking for a high-caliber person to fill the position. Job Duties Assist RM in customer onboarding, product introduction, credit approval, due diligence, and agreement preparation. Cover client enquiries and monitor clients’ account transactions. Establish customer relationships, gain their confidence and trust, and deliver customer-focused solutions. Assist Relationship Managers in the daily maintenance of customer relationships. Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions. Job Requirements Degree holder in Business, Finance, or related disciplines. Minimum 4 years of experience in private banking or wealth management industry. Solid experience in building customer relationships is an advantage. Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is a must. Customer-focused, with excellent communication and interpersonal skills. Good command of written and spoken English and Chinese; fluency in Putonghua is a must. Lesser experience will be considered as Assistant Relationship Manager.
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Our client, a Leading Bank, is looking for a high-caliber person to fill the position. Job Duties Assist RM in customer onboarding, product introduction, credit approval, due diligence, and agreement preparation. Cover client enquiries and monitor clients’ account transactions. Establish customer relationships, gain their confidence and trust, and deliver customer-focused solutions. Assist Relationship Managers in the daily maintenance of customer relationships. Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions. Job Requirements Degree holder in Business, Finance, or related disciplines. Minimum 4 years of experience in private banking or wealth management industry. Solid experience in building customer relationships is an advantage. Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is a must. Customer-focused, with excellent communication and interpersonal skills. Good command of written and spoken English and Chinese; fluency in Putonghua is a must. Lesser experience will be considered as Assistant Relationship Manager.
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