Private Banking - Relationship Manager (Ref no: PBRM-CN)

Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow along with the economic reforms. With our well-versed China business intelligence, we continue to expand our network proactively but prudently.

Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment. Here, we respect your career development with enormous support and room for inspiration. If you are ready to go for great, join us today. You can shine with your own glorious story.

Your talent is our treasure, come to explore your potential with us.

Job Responsibilities

• Develop and manage a portfolio of private banking clients;
• Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice;
• Provide regular portfolio review and market update to clients;
• Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank.

Job Requirements

• Bachelor’s degree or above;
• At least 5 years of sales experience in private banking field;
• Sound knowledge towards investment market and private banking products;
• Good understanding of private banking operations and policies;
• Excellent connection in private banking market;
• Sales and customer-oriented with good communication skills;
• Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 is a must;
• Holder of PWMA or CFPCM qualifications will be an advantage;
• Proficiency in both written and spoken English, Chinese and Putonghua.

This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA). You are required to give consent for the Bank to conduct reference checks with your previous employers, and offer of employment is conditional upon satisfactory MRC results. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme]. Additional information could be provided upon request.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by email [email redacted, apply via Company website]. For details, please visit https://www.ncb.com.hk/ and refer to the page “Join Us”.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.