Relationship Manager, Private Banking
Industrial and Commercial Bank of China (Asia) Limited
- Company Industries：Others
Job Information
- Post Date：2024-10-08
- Location：Central
- Yr(s) of Exp：Minimum 5 years' relevant experience in PB/ P
- Employment Type：Full time
- Others：Develop and Manage a portfolio of PB customers
Review investment portfolios and market update - Job Function：Account Relationship Management
Job Description
Job Responsibilities
- Solicit new business for investment services and build customer relationship through private banking network to achieve targeted sales goals
- Provide quality customer service and financial advice and collect feedback from customers
- Review investment portfolios and market update to customers
- Liaise with product specialists to facilitate management of relationships requiring specialized knowledge
- Cross-sell and make referrals to other bank products when appropriate
Job Requirements
- University degree, a qualified Type 1 with Type 4
- Minimum 5 years' relevant experience in investment & insurance services
- Broad knowledge of investment & insurance products, services and market
- Good relationship building and selling skills
- Strong interpersonal and communication skills
- Good command of Chinese and English, Putonghua is a plus
Company Info
Industrial and Commercial Bank of China (Asia) Limited
Contact
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| Position | Company | Location | Update |
|---|---|---|---|
| Relationship Manager, Private Banking | Industrial and Commercial Bank of China (Asia) Limited<!-- --> | Central | 2024-10-08 |
| Management Trainee | Reasonable Software House Limited | Sham Shui Po District | 2024-10-08 |
| Relationship Manager, GBA Corporate Banking | Industrial and Commercial Bank of China (Asia) Limited<!-- --> | Central | 2024-10-10 |
| Assistant Manager to Manager, Risk Control & Support, Private Banking Department | Industrial and Commercial Bank of China (Asia) Limited<!-- --> | Central | 2024-10-08 |