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Job ref no.: Relationship Manager, Private Banking (CT3121656-01#0543)
Dah Sing Financial Group

Relationship Manager, Private Banking

Dah Sing Financial Group

 

You will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.

Job Responsibilities :

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients’ portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory and compliance requirements

To meet the challenge, you should have the following qualifications and attributes:

  • Degree holder with CPWP is a plus
  • 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
  • Strong 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 (including Cantonese and Putonghua)

Please note that only shortlisted candidates will be notified. 

More job information
Job ref no. Relationship Manager, Private Banking (CT3121656-01#0543)
Salary
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 4 years - 9 years
Career Level
  • Middle management level
Education
  • Degree