Senior Customer Portfolio Manager (Wealth Management)

Job level Middle
Work exp 10 Years To 15 Years or above
Education Bachelor Degree
Location Hong Kong, Hong Kong Island, Kowloon, New Territories
Employment type
Industry Banking
Job function Banking / Finance > Others
Banking / Finance > Corporate Banking
Published On 13/07/2012
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Personal Banking & Product Management

Senior Customer Portfolio Manager (Wealth Management)


  • Explore personal banking business opportunities in overseas market, formulate and execute marketing initiatives to drive the growth of business to revenue target
  • Liaise and coordinate with business stakeholders and external parties to develop business relationship to acquire new customers / market
  • Develop and implement long and short term marketing strategy to drive the growth of wealth management business for Chinese working or staying overseas according to the customer segmentation strategic plan
  • Devise marketing and product proposals for overseas market according to the overseas market situation
  • Manage the marketing budget to enhance marketing efficiency, and ensure compliance to regulatory requirements
  • Work closely with different business units to monitor market trend, competitor activities and customer preference; design competitive banking services to strengthen target customer's loyalty

  • Degree or above with major in Marketing, Business Administration, Economics, Finance, or related disciplines, MBA is a definite advantage
  • Professional Qualification in CFP, CFMP, CM, or CPM(HK) is an advantage
  • At least 10 years experience in retail banking industry with at least 5 years in Banking Products and Operations
  • Profound experience and knowledge in wealth management business / overseas customer management / banking business regulation
  • Excellent communication and presentation skills with good command of both spoken and written English and Chinese, including Mandarin
Please apply through Online Application. For details, please visit our website


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