Connecting...

Team Head/SVP/VP - Relationship Management, Private Banking

Job title: Team Head/SVP/VP - Relationship Management, Private Banking
Contract type: Permanent
Location: Hong Kong
Specialisation:
Salary: $0 - $0
Reference: PR/001358
Contact details: Ping Ping Wong
Contact email: pingping.wong@jac-recruitment.com
Job published: November 01, 2021 12:38
COMPANY OVERVIEW
Our client is looking for Relationship Manager (VP/SVP/Team Head levels) under its Private Banking Department.



JOB RESPONSIBILITIES
  • To be a team member of Private Banking Department for local market.
  • To be responsible for identifying, developing and maintaining major client relationships and advising them on their investments according to their requirements after assessing their needs, desires and risk profiles.
  •  To conduct regular reviews on clients’ accounts and portfolios.
  • To ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking, and Securities services are strictly complied.


JOB REQUIREMENTS
  • University graduate, with a minimum of 5-8 years relevant of experience and proven track record in banking, preferable in Private Banking, credit and marketing.
  • Passed the Hong Kong Securities Institute Licensing of Examination or qualification of Certified Private Wealth Professional is preferred.
  • Good knowledge of credit, risk control and investment products.
  • A team player with good marketing, leadership and interpersonal skills.
  • Strong presentation and communication skills.
  • Good command in both written and spoken English and Putonghua/Mandarin is an advantage.


Personal data collected will be used for employment-related purposes only. We regret to inform that only shortlisted candidates will be notified.