私人银行客户经理

1.Be a team member of Private Banking Department.

2.Responsible for identifying, developing and maintaining major client relationships and advising them on investments according to their requirements after assessing their needs, desires and risk profiles.

3.Conduct regular review on clients' accounts and portfolios.

4.Ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking and securities services are strictly compiled.

Requirements：

1.University graduate, with a minimum of 8 years' relevant experience and proven track record in banking (preferably private banking), credit and marketing.

2.Passed the Hong Kong Securities Institute Licensing Examination HKIB qualification (Certified Private Wealth Professional (CPWP)) is highly preferred.

3.Good knowledge of credit, risk control and investment products

4.A team player with good marketing, leadership and interpersonal skills.

5.Strong presentation and communication skills.

6.Proficiency in both spoken and written English and Chinese,

7.Putonghua an advantage.

7.HKID holder.