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
Job Function
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree