Manager, Relationship Management - Private Banking
China Construction Bank (Asia) Corporation Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-10-19
- Location:Central
- Employment Type:Full Time
- Job Function:Banking / Finance Private Banking
Job Description
Main Responsibilities:
- Support Relationship Managers on all aspects of customer services including accounts set up, handling account opening documents, drafting client profiles, answering customer enquiries, booking of banking/investment products, confirmation of deals, researching on investment / product information as required
- Prepare mortgage loan applications or underwriting of any other credit services required by clients
- Assist in ad-hoc marketing/operations projects and general administration
- Joint client calls with Relationship Managers for marketing exposure
- Prepare mortgage loan applications or underwriting of any other credit services required by clients
- Assist in ad-hoc marketing/operations projects and general administration
- Joint client calls with Relationship Managers for marketing exposure
Requirements
- Bachelor's degree
- Minimum 2 years or above of work experience, preferably from Private Banking
- Possess HKSI & HKFI qualifications
- Good communication and interpersonal skills with proficiency in spoken and written English and Chinese (both Putonghua and Cantonese)
- Minimum 2 years or above of work experience, preferably from Private Banking
- Possess HKSI & HKFI qualifications
- Good communication and interpersonal skills with proficiency in spoken and written English and Chinese (both Putonghua and Cantonese)
Company Info
China Construction Bank (Asia) Corporation Limited [“CCB (Asia)”] is the retail and commercial business platform of China Construction Bank Corporation [“CCB”] in Hong Kong. As of June 30, 2017, CCB (Asia) has 50 branches in Hong Kong and offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services and cross-border financial services, etc.
We’re inviting high caliber professionals to share our vision and mark our success together.
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