CMB Wing Lung Bank Limited

Assistant Relationship Manager (Private Banking & Wealth Management Department)

CMB Wing Lung Bank Limited

Job Description


  • Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients
  • Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner
  • Prepare required reports and materials for regular sales monitoring
  • Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements
  • Ensure timely follow up on pending document
  • Other ad-hoc duties


  • Bachelor Degree holder or above
  • Minimum 3 years of experience in banking or financial services industry
  • Qualification under SFO and IIQE to perform relevant regulated activities in wealth management products sales
  • Pleasant and outgoing personality with good interpersonal and communication skills
  • Equipped with solid knowledge of investment products and banking procedures
  • Good command of both written and spoken English and Chinese
  • Qualification in ECF is preferred
More job information
  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan
  • Paid overtime
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Entry level
  • Degree
  • Master's degree