Private Client Desk Relationship Manager, Hong Kong Team - Private Banking
Foreign bank · Large bank
CentralOn-site
Role overview
GCB 4
We are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager.
In this role you will:
Provide the full suite of wealth management and banking services to the banking group’s high net worth individual clients
Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
Work closely with other the banking group departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of the banking group’s relevant products and services to our clients
Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
Leverage the banking group’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
Ensure strict compliance with the banking group’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance
To be successful you will need:
Solid years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
Proven track record in client acquisition, asset gathering, asset growth and revenue generation
Excellent communication and negotiation skills
Attention to detail and the ability to think creatively and solve problems
Excellent understanding of financial markets and wealth management products
Strong focus on client servicing
Speaks fluent English and Mandarin, Cantonese skills may be beneficial but not necessary
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement.
For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Associatio...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Relevant degree or professional qualifications
Experience aligned with the role level stated in the posting
