Job ref no.: CT3115703-01#0304

Senior Relationship Manager / Relationship Manager

SIRIUS Partners Ltd

Principal responsibilities:
Develop and manage a portfolio of 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


Requirements :
University degree in a related discipline OR other relevant qualifications such as CFP or CFA

Passes in the HKSI licensing examinations

Minimum 6 years’ banking experience, with good knowledge of investment products

Strong sales orientation and ability to work under pressure

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

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More job information
Job ref no. CT3115703-01#0304
  • N/A
Job Function
Employment Term
  • Full-time
  • 6 years - 10 years
Career Level
  • Senior management level
  • Degree