Relationship Manager, Private Banking
Ref. Code. wy_RMPB1007w



  • Participate in target market definition, analysis of client needs and development of marketing and product enhancement strategies
  • Participate in developing new banking products and services, contacting existing clients and establishing new client relationship
  • Formulate investment portfolio and discuss with clients according to their investment and risk attitude
  • Constantly monitor the performance of clients’ investment portfolio and suggest refining actions for clients to decide their preferable portfolio with the help of IA Group
  • Perform annual client review to re-assess client’s risk profile, investment needs and other customer details
  • Provides clients updated information including currency and interest rates, stock prices, etc. per instructions or on request
  • Effect and complete transactions on behalf of clients accurately and timely
  • Call potential or existing customers to develop new business and promote company services and products




  • Degree holder
  • Minimum 4 years' of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Self initiative and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese


Interested candidates, please forward your resume in WORD format to [email protected] quoting reference 'wy_RMPB1007w' in the subject line


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