ResponsibilityAcquire full range of product knowledge and continuous updatesKeep learning of global investment market, especially private banking sectorAnalyze high-net-worth client’s financial needs, explore and maintain good relationships with themHandle client’s relationship from professional perspective of providing tailor-made solutionsPerform client portfolio review on a regular basisSkills / QualificationsBachelor’s Degree in Finance, Business or related disciplineMinimum of 5 years’ experience in private bank or wealth management sectorCarry out analysis to identify opportunities for expanding customer base and improving salesSolid understanding of financial markets and productsStrong interpersonal and communication skillsIndependent, resourceful, result-oriented
#J-18808-Ljbffr
Advertisement:
Private Bank Relationship Manager
Free
Private Bank Relationship Manager
Hong Kong, Hong Kong,
Modified November 21, 2023
Description
Job details:
⇐ Previous job |
Next job ⇒ |