{"id":14538,"date":"2026-05-28T10:05:47","date_gmt":"2026-05-28T02:05:47","guid":{"rendered":"https:\/\/www.levin.com.hk\/job\/relationship-manager-private-banking-dept-prc-bank\/"},"modified":"2026-06-28T00:29:39","modified_gmt":"2026-06-27T16:29:39","slug":"relationship-manager-private-banking-dept-prc-bank","status":"expired","type":"job_listing","link":"https:\/\/www.levin.com.hk\/zh-hant\/?post_type=job_listing&p=14538","title":{"rendered":"Relationship Manager &#8211; Private Banking Dept (PRC Bank)"},"content":{"rendered":"<p><strong>Responsibilities:<\/strong><\/p>\n<ul>\n<li>To provide financial planning solutions, particularly on <strong>saving, life and investment insurance protections<\/strong> to wealth management clients<\/li>\n<li>Responsible for the acquisition and relationship management of <strong>personal HNW (high-net-worth) clients\u00a0<\/strong><\/li>\n<li>Provide a broad range of banking and investment products and assist clients in portfolio planning to meet their financial needs<\/li>\n<li>Provide updated financial market information, professional advice and quality services to clients<\/li>\n<li>Assist Team Head to develop and implement Bancassurance business<\/li>\n<li>Work closely and maintain a good relationship with other departments in the bank<\/li>\n<li>Fulfill annual sales targets<\/li>\n<\/ul>\n<p><strong>Requirements:<\/strong><\/p>\n<ul>\n<li>Degree holder in Finance, Economic, Business or relevant disciplines preferred<\/li>\n<li><strong>5+ years of<\/strong>\u00a0<strong>Relationship Manager or Investment Advisor experience in private banking<\/strong> or mass affluent client sector, experience in the <strong>mainland Chinese market<\/strong> a definite advantage<\/li>\n<li>Holder of SFC Type 1 &amp; Type 4 licenses, and IIQE Paper I &amp; III licenses<\/li>\n<li>Good knowledge in wealth management products including a broad range of insurance products<\/li>\n<li>Self-initiative and a strong team player with good communication and interpersonal skills<\/li>\n<li>Fluent Putonghua, English and Cantonese<\/li>\n<li>Proficient in MS Office applications<\/li>\n<li>Frequent travel to mainland China is required<\/li>\n<li>Certified Private Wealth Professional (<strong>CPWP<\/strong>) certification is preferred<\/li>\n<li>Those who have strong network in Mainland China is highly preferred<\/li>\n<\/ul>\n","protected":false},"author":5,"featured_media":0,"template":"","meta":{"_job_location":"Central","_application":"winsome.choi@levin.hk","_company_name":"","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0},"job-categories":[54,129],"job-types":[],"_links":{"self":[{"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/job-listings\/14538"}],"collection":[{"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/users\/5"}],"wp:attachment":[{"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/media?parent=14538"}],"wp:term":[{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/job-categories?post=14538"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/www.levin.com.hk\/zh-hant\/wp-json\/wp\/v2\/job-types?post=14538"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}