Relationship Manager (Private Banking)

Business Development | Financial Services | Hong Kong

Business Development | Financial Services | Hong Kong

About KPMG Executive Search and Recruitment

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. KPMG Executive Search and Recruitment is a business unit of KPMG China and is one of the few recruitment consultancy firms in Hong Kong that is part of a large professional organisation. We work alongside a group of professionals and advisors who provide us with a high level of insights and awareness about a wide range of businesses and professions. We support the clients and aim to provide a pleasant working experience for the clients and candidates.

The Client

Our client is a well-established Chinese corporate bank.

Responsibilities

  • Develop and manage private banking clients
  • Perform investment portfolio analysis to fulfil clients’ investment needs by providing professional wealth management advice
  • Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach to achieve the business sales targets of the bank

Requirements

  • Degree holder with at least 5 years sales experience in private banking industry
  • Sound knowledge towards investment market and private banking products and private banking operations and policies
  • Solid connection of private banking client base
  • Sales and customer-oriented with good communication skills
  • Proficient in both spoken and written Chinese, English and Mandarin
  • Holder of PWMA or CFPCM qualifications will be an advantage

Applications

For information and application, please contact us at executive.recruitment.hk@kpmg.com. By submitting your application and communication with us, you agree to receive communications from us and accept our Personal Information Collection Statement (PICS) in the following link: 

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