Senior Relationship Manager

• Develop and manage a portfolio of ultra HNW 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

• University degree in a related discipline OR other relevant qualifications such as CFP or CFA
• Passes in the HKSI licensing examinations
• Minimum 10 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
• Strong desire to learn and able to work in Agile environment
• 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
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB)

• Dynamic working environment
• Good career development opportunities
• Competitive compensation packages