Job ref no.: CT3119362-01#1852

Relationship Manager, Private Banking (wy_RMPB1007w)

WallStone Partners & Company Limited

Participate in target market definition, analysis of client needs and development of marketing and product enhancement strategies
Participate in developing new banking products and services, contacting existing clients and establishing new client relationship
Formulate investment portfolio and discuss with clients according to their investment and risk attitude
Constantly monitor the performance of clients’ investment portfolio and suggest refining actions for clients to decide their preferable portfolio with the help of IA Group
Perform annual client review to re-assess client’s risk profile, investment needs and other customer details
Provides clients updated information including currency and interest rates, stock prices, etc. per instructions or on request
Effect and complete transactions on behalf of clients accurately and timely
Call potential or existing customers to develop new business and promote company services and products

Degree holder
Minimum 4 years' of relevant working experience in banking industry or investment business serving high net worth customers
Sound knowledge of wide range of banking and investment products
Excellent selling, relationship building and interpersonal skills
Self initiative and able to work under pressure
Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
Good command of both written and spoken English and Chinese

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