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Job ref no.: CT3129629-01#0070
Cathay United Bank

Vice President, Relationship Management - Private Wealth Management

Cathay United Bank

Responsibilities:

  • Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
  • ​Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers
  • Provide updated financial market information, professional advice and quality services to clients
  • Promote long term client relationships and loyalty
  • Ensure all selling activities are in compliance with the Bank’s guidelines

Requirements:

  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra high net worth clients sector, experience in Taiwanese market a definite advantage
  • Knowledge of private banking and treasury services, good understanding of banking operations and policies
  • Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1
  • Self-initiated and a strong team player
  • Good communication and interpersonal skills
  • Fluent in Mandarin, Cantonese and English

We offer attractive salary and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary by clicking Apply Now.

Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.

More job information
Job ref no. CT3129629-01#0070
Salary
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Middle management level
Education
  • Degree
Benefits
  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan