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Private Banking Relationship Manager

Eagle Partners (International) Co., Limited

  • Company Industries:Others

Job Information

  • Post Date:2019-06-19
  • Career Level:Middle
  • Location:Central
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:HK$45,000 - 160,000 /month (includes high commissi
  • Employment Type:Full Time
  • Job Function:Private Banking
  • Benefits:Dental insurance, Double pay, Five-day work week, Flexible working hours, Life insurance, Medical insurance, Performance bonus,

Job Description

Our Client is one of the leading global financial conglomerate who is looking to expand their private wealth management team.

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.
  • Promote long term client relationships and enhance the company's value proposition.
  • Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics
  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
  • 5 years' solid experience in serving high-net-worth customers (less experience may also be considered)
  • Strong analytical skills and solid track record in developing relationships with customers
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Offers:

  • Competitive remuneration package, include basic salary and incentive scheme
  • Attractive fringe benefits and long term service benefits
  • Wide range of Private Banking products, as well as Universal Life and oversea Properties
  • Great career opportunities and development
  • Great support on infrastructure
  • Flexible working culture 

Company Info

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