Relationship Manager – Private Banking Job in 銀行及保險 in 所有澳門特別行政區地區

Relationship Manager – Private Banking Job in 銀行及保險 in 所有澳門特別行政區地區 - Job Description

職位內容

公司名稱: 滙業銀行 BANCO DELTA ASIA, S.A
滙業銀行（前身為澳門恆生銀行）於1935年在澳門成立，是滙業財經集團的旗艦公司，迄今已超過88年歷史。時至今日，滙業銀行已發展成為現代化綜合金融機構，以投資銀行及私人銀行業務為重心，配合商業銀行和全面的產險及壽險業務，為澳門社區及中小企業提供專業的銀行服務。

滙業財經集團亦在香港設立公司，專營證券買賣、財富管理及保險銷售，更在廣州設有諮詢公司，致力為中、港、澳的企業及個人客戶，提供各項優質的金融服務。

滙業銀行秉承「以人為本」的經營理念，視每位員工為重要資產，竭力推廣關愛員工文化，我們為員工提供具活力的工作環境，良好的職途發展機會，全面性的專業訓練，以及具競爭力的薪酬及福利計劃。

Relationship Manager – Private Banking

誠信‧專業‧創富‧增值

Responsibilities:

Developing and managing portfolio of private banking / private high net worth (PHNW) customers and families by providing tailored wealth management solutions including deposits, credit facilities, investment funds, bonds, life insurance and trust service, etc.
Optimize client assets and revenues through portfolio management of Asset Under Management (AUM) under private banking / PHNW segment
Understand private banking / PHNW customers’ wealth management needs and formulate appropriate solutions to meet the needs based on individual customers’ circumstances and risk appetite
Actively explore and identify business opportunities
Build strong and trustworthy relationships with existing and private banking / private high net worth (PHNW) customers and families
Develop and maintain relationship with business partners and assist in supporting marketing and business prospecting activities
Ensure the selling processes and activities are in compliance with internal policies, procedure and all applicable regulatory guidelines

Requirements:

Degree holder in Business Administration, Finance or related disciplines
Minimum 5 years' solid experience in serving private banking / PHNW high net worth customers / families with and portfolio management
Possesses professional licensing qualifications as required by local regulatory bodies
Strong client network to private banking / private high net worth (PHNW) high net worth communities in Macau
Ability to provide strong financial and statistical analysis
Excellent commercial, relationship building and negotiation skills
Excellent communication and presentation skills with good command of both spoken and written English, Cantonese and Mandarin

(Candidates with more experience will be considered as Senior Relationship Manager)

We offer competitive remuneration and fringe benefits to the right candidate. Interested parties please email your full resume with availability, recent photo, current and expected salary to bdajob@delta-asia.com

Our company website: www.delta-asia.com

All information provided will be treated in strict confidence and only be used for recruitment purpose.