Bank SinoPac 永豐銀行

Wealth Management Relationship Manager

Bank SinoPac 永豐銀行

Job Responsibilities:

  • Provide the full suite of wealth management and banking services to clients
  • Explore and develop long-term banking relationships with clients
  • Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
  • Appropriately map and provide suitable investment products & services to meeting existing and prospective clients’ needs, including but not limited to the provision of investment, insurance and other bank products
  • Ensure all work activities are adhered to compliance requirements as defined in bank policies and procedures and regulatory requirements

Job Requirements:

  • Degree holder of Business, Finance or related discipline
  • Minimum 5 years’ relevant experience in banking with at least 3 years of wealth management experience
  • Qualified individual to carry out regulated activities (Type 1)
  • Fluent in both spoken and written English and Mandarin 

Apply Methods:

Interested parties please send your application letter & resume with salary expected to Human Resources Manager via the following channels.

  1. By email: [via CTgoodjobs Apply Now ]; or
  2. By fax: 2851-3163; or
  3. By post: Human Resources Manager, Bank SinoPac, 18/F, One Peking, 1 Peking Road, Tsim Sha Tsui, Kowloon.

Bank SinoPac is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. Personal data collected will be used strictly for recruitment purposes only. 

More job information
Salary
Job Function
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Middle management level
Education
  • Degree