Relationship Manager, Private Banking

Role Summary

We are seeking a Relationship Manager for our client's Private Banking division. This role focuses on building and maintaining strong client relationships while driving business growth through the sale of tailored financial products and services for our High Net-worth clientele in Hong Kong, Taiwan & Greater Bay Area.

Key Responsibilities

1. Develop new customers and expand private banking business' portfolio together with Corporate Banking & Wealth Management team
2. Maintain and manage customer relationships via regular events, visits & meetings
3. Meet customer needs and regularly review customer's assets & investment portfolio

What They Are Looking For

* 4-6+ years’ of work experience in Banking/ Finance industry, preferably in Taiwan market

* Bachelor degree or above in Business Administration/Management, Finance, Accounting or relevant disciplines

* Professional licenses, ie CFAs, CPAs highly preferable

* Good command of written and spoken English, Cantonese and Mandarin