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Relationship Manager (Private Banking & Wealth Management Department)

Job Description - Relationship Manager (Private Banking & Wealth Management Department)

Job Description

  1. Developing and managing portfolio of high net worth customers by providing tailored wealth management solutions
  2. Actively explore and identify business opportunities with resources given
  3. Build strong and trustworthy relationships with existing and new customers

Requirements

  1. Degree holder in Business Administration, Finance or related discipline
  2. Minimum 5 years' solid experience in serving high net worth customers and portfolio management
  3. Qualifications in IIQAS and HKSI
  4. Strong interpersonal skills
  5. Fluency in English and Cantonese, Putonghua will be an advantage
  6. Qualification in ECF is preferred
Original job Relationship Manager (Private Banking & Wealth Management Department) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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About the Company

Cmb Wing Lung Bank

Responsibilities Provide accurate and efficient counter services to customers Deliver quality services Cross sell the bank's various kind of services and products to customers Administrative works as assigned by supervisor Requirements Associate Degree / High Diploma or above, with at least 5 subjec...

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