Role Details
Reference Number
RM-PB
Job Title
Relationship Management Professional
Unit/Department
Private Banking
Location
Hong Kong
Job Posted
2025/12/19
Job Status
Full Time
Main Responsibilities
- Provide wealth management services to target market
- Handle client relationships from perspective of providing tailored solutions
- Acquire wide range of product knowledge and continuous updates
- Keep abreast of updates on global investment market
- Groom junior Relationship Managers to support the business
- Handle client relationships from perspective of providing tailored solutions
- Acquire wide range of product knowledge and continuous updates
- Keep abreast of updates on global investment market
- Groom junior Relationship Managers to support the business
Requirements
- University degree
- 5 years or above relevant experience in Private Banking
- Possess HKSI and IIQE qualifications
- Qualification in ECF is preferred
- Possess CPWP certification or pass in relevant papers
- Sales and customer oriented, with strong communication and interpersonal skills
- Proficiency in both written and spoken English and Chinese; fluency in Putonghua is required
- Candidate with more experience will be considered as Team Head
- The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement.
To apply, please submit your application along with your resume to "recruithk@asia.ccb.com".
- 5 years or above relevant experience in Private Banking
- Possess HKSI and IIQE qualifications
- Qualification in ECF is preferred
- Possess CPWP certification or pass in relevant papers
- Sales and customer oriented, with strong communication and interpersonal skills
- Proficiency in both written and spoken English and Chinese; fluency in Putonghua is required
- Candidate with more experience will be considered as Team Head
- The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement.
To apply, please submit your application along with your resume to "recruithk@asia.ccb.com".
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.