Job ref no.: PB-RM-CT20180703
China Merchants Bank, Hong Kong Branch

Relationship Manager - Retail Banking / PWM

China Merchants Bank, Hong Kong Branch

  • 5-day week
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan
  • Paid overtime
  • Year-end bonus
  • K + 3 more

Job Description:

  • Deliver AUM, revenue growth targets and key operating metrics (client relationship building, client satisfaction, product holdings, etc.)
  • Generate healthy pipeline of target market prospects from the existing retail banking clients / PWM clients from the mainland branches and convert them into local PWM clients
  • Grow customer portfolio size by deepening existing customer relationships
  • Implement an asset allocation in line with the client needs and model portfolios as benchmarks
  • Deliver, monitor and review solutions to clients based on client investment profile
  • Conduct periodic reviews of client accounts in accordance with established procedures
  • Deliver profitable growth by controlling costs and operational losses
  • Ensure Sales Management, Suitability and on-boarding & AML processes, cross-border selling applied appropriately
  • Timely handling of customer issues, complaints and product enquiries in accordance with established procedures
  • Partner effectively with internal & external product specialists to deliver effective client solutions
  • Work closely with the PWM Compliance and ensure adherence with the regulatory compliance policies and processes derived from the HKMA, SFC and OCI


  • Degree holder or above in Business, Finance or related disciplines
  • Holder of HKSI 1, 4 & 9 licenses and relevant insurance licenses
  • Minimum 10 years' relevant banking experiences in serving high net-worth clientele in retail bank’s PWM, preferably with private banking experience
  • In-depth knowledge in private wealth management business, market trends and regulatory environment
  • Self-starter with strong leadership, interpersonal and influencing skills
  • Strong ability to build and maintain a network of target prospects in Hong Kong, Greater China & other international countries
  • Able to communicate effectively with all levels of the organization and external parties in both written and spoken English, Chinese in Cantonese & Mandarin

Application Methods:

To apply, please send your application with resume in both Chinese and English stating present and expected salaries to our Human Resources Manager:

By Email: [via CTgoodjobs Apply Now ]

By post: 20/F Bank of America Tower, 12 Harcourt Road, Central, Hong Kong

By fax: (852) 3111-0801

More job information
Job ref no. PB-RM-CT20180703 (CT3113030-01#0079)
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 10 years - 15 years
Career Level
  • Middle management level
  • Degree
  • Master's degree