Job Responsibilities:

• Develop and execute an individual business plan to achieve , business referral and establish a book of new business
• Manage a client base of high net worth individuals to achieve business penetration and portfolio growth
• Work within a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
• Provide advise-based solutions that solidify long term relationship, while exploring and capturing additional business opportunities
• Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards

Job Requirements:

• Degree holder in Accounting, Finance, Business Management or related disciplines
• Possess qualifications under SFC for marketing investment products.
• At least 3 years of relevant banking experience in serving high net worth individual customers in retail bank or private bank.
• Familiar with KYC and account documentation with knowledge of wealth management products.
• Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending.
• Good knowledge in risk assessment and credit analysis.
• Good interpersonal, problem solving and communication skills
• Good command of written and spoken English and Chinese (including Putonghua).

China Everbright Bank (hereinafter referred to as “the Bank”), which was established in August 1992 and headquartered in Beijing, is a national joint-stock commercial bank approved by the State Council of China and the People’s Bank of China. The Bank was listed on the Shanghai Stock Exchange in August 2010 (stock code 601818) and the Hong Kong Stock Exchange in December 2013 (stock code 6818). At the end of December 2018, the Bank had 1,252 branches and outlets in Chinese mainland and four overseas branches in Hong Kong, Seoul, Luxembourg and Sydney respectively. The Bank was ranked No.39 in the “Top 1,000 World Banks” by The Banker, a U.K. magazine, in 2018, 10 notches up over the previous year.  

China Everbright Bank Co., Ltd., Hong Kong Branch (hereinafter referred to as “CEBHK”) was established in February 2013, and is the first branch opened by China Everbright Bank outside of Mainland China. Since its opening, CEBHK has been determined to make progress and deliver the best-in-class financial solutions to our clients. Leveraging on the strong capital position and the extensive clientele of China Everbright Group and China Everbright Bank, CEBHK is focusing on the Wholesale/Corporate Banking, Financial Institutions, Financial Markets, and Wealth Management businesses. CEBHK also actively promotes the cross-border business and offer a full range of customized financial solutions.

To cope with the expansion in Hong Kong, CEBHK invites high-caliber candidates to join our expanding team. This is an excellent platform for you to unleash your potential, develop, grow and excel your career with a reputable and progressive Chinese bank.