Private Banking Relationship Manager

Salary :

$30,000 - 35,000 yearly

Company : Panthertrade

Job Type : Full Time

Hong Kong

Number of Applicants

000+

Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - Private Banking Relationship Manager

Job Responsibilities:

Deep Engagement with High-Net-Worth Clients : Responsible for full lifecycle management of existing high-net-worth (HNW) clients, understanding their core needs in Hong Kong/US stock trading, derivative instruments, IPO subscription strategies, and cash flow management through in-depth communication;
Trading Support & Professional Enablement : Stay abreast of global capital market dynamics, provide clients with timely market intelligence, Hong Kong/US stock research reports, and trading tool guidance to enhance client trading activity and professionalism on the Futubull platform;
Product & Solution Implementation : Recommend platform core advantage products (such as US stock options, new stock subscriptions, idle fund appreciation solutions, etc.) based on client investment preferences, and assist clients in completing the full service process including large-sum deposits and fund transfers;
Premium Events & Ecosystem Building : Plan and organize high-end online/offline events for major clients (such as listed company research visits, top-tier investment bank exchange meetings, private investment salons) to build high-value client communities and strengthen brand loyalty;
Cross-Departmental Collaboration & Optimization : Serve as the internal feedback channel for client needs, coordinating with product, trading, compliance and other departments to continuously optimize exclusive service processes and platform trading experience for major clients.

Job Requirements:

Hold Type 1 License (Dealing in Securities) issued by the Securities and Futures Commission (SFC) of Hong Kong
Bachelor's degree or above, preferably majoring in finance-related fields
2+ years of relevant industry experience in private banking, securities firm wealth management departments, third-party wealth management institutions, etc.;Excellent communication, presentation, negotiation skills and client relationship management capabilities, adept at discovering clients' potential needs;Sharp market insight and risk awareness, able to seize market opportunities promptly and provide professional advice to clients;
Strong team collaboration spirit and goal-oriented mindset.

Original job Private Banking Relationship Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Apply Now

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

About the Company

Panthertrade

Job Responsibilities: Deep Engagement with High-Net-Worth Clients : Responsible for full lifecycle management of existing high-net-worth (HNW) clients, understanding their core needs in Hong Kong/US stock trading, derivative instruments, IPO subscription strategies, and cash flow management through...

Similar Relationship Manager Jobs in Hong Kong

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Private Banking Relationship Manager

Job Description - Private Banking Relationship Manager

About the Company

Similar Relationship Manager Jobs in Hong Kong

Mobile Apps