市场营销崗-经理/高级经理(对公业务条线)
工作职责
Relationship Manager/Senior Manager,Corporate Banking
1.Provide professional financial solutions,develop and maintain customer portfolios,i.e.SOE,POE,listed companies or PE etc.
2.Promote banking products,including cross-border and offshore acquisition financing,privatization financing,leverage financing,project financing,share-backed financing,project financing,bilateral loans,syndication loans and bond investment,as well as general banking products,explore business opportunities with prospective customers,
3.Implement agreed business plan to achieve pre-set sales/revenue targets.
4.Conduct due diligence,design financing proposal,prepare credit proposals,credit analysis and risk management on overall portfolios.
1.为客户提供专业的金融业务建议，开发及维系良好的客户关系,主要客群为国央企、大型民企、上市公司及大型私募股权投资机构等。
2.推广银行全方位金融产品,包括跨境/海外并购融资、私有化融资、杠杆收购融资、股权抵押融资、项目融资、双边贷款、银团贷款及信用债投资等信贷产品，及一般商业银行的公司银行业务，发掘业务机会及积极拓展业务。
3.执行既定业务计划并完成相应业务指标。
4.开展尽职调查、设计贷款方案、撰写授信文件、推动授信业务审批及负责贷投后风险管理工作。
任职要求
1.Degree holder or above in Finance,Accounting,Economics,Mathematics or related disciplines.
2.At least 5 years of corporate banking experience,especially in large corporate segments.
3.ACRP/CCRP(CL)、FRM、CPA or CFA holder is preferable.
4.Sales-oriented,aggressive and self-motivated with excellent marketing,fast learning and communication skills.
5.Good proposal tailor-made,credit analysis and report writing skills.
6.Good command of written and spoken in English and Chinese(Cantonese&Mandarin).
7.Candidate with more experience will be considered as Senior Manager.
1.全日制大学本科或以上学历,主修金融、会计、经济及数理科等相关专业。
2.具有5年或以上企业金融客户管理工作经验，具备大型企业客户关系管理经验者优先考虑。
3.持有ACRP/CCRP(CL)、FRM、CPA及CFA等专业资格证书更佳。
4.具备良好的市场触角、客户管理及沟通技巧，自我导向，快速学习，积极进取。
5.良好方案设计、授信分析及报告撰写能力。
6.良好中英文语言及书写能力。
7.经验较优者将考虑为高级经理。
Your job application for the in-scope position(s)is subject to the Mandatory Reference Checking Scheme(MRCS)formulated by the Hong Kong Association of Banks(HKAB)in consultation with the Hong Kong Monetary Authority.You are required to provide your consent for China Minsheng Banking Corp.,Ltd.Hong Kong Branch(CMBC Hong Kong Branch)to conduct reference checks with your current and previous employers.Any employment offer will be conditional upon the satisfactory completion of this mandatory process.For more details,please refer to the“FAQs for In-Scope Individuals”on HKAB website:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.All information provided by you will be treated with strict confidence.
*In case of any discrepancy between the English version and the Chinese version,the Chinese version shall prevail.
投资顾问岗–零售银行(私人银行/财富管理)
工作职责
Investment Consultant(Portfolio Advisor)–Retail Banking(Private Banking/Wealth Management)
1.Participate in high-net-worth client meetings with Relationship Managers and Product Managers.Provide customized investment market advices and cross-border asset allocation solutions.
2.Establish overseas investment knowledge commentaries,organize professional in-house training and track training effectiveness.
3.Monitor the completion of private banking business indicators,analyze performance gaps and provide suggestions with data reports.
4.Conduct investment market research and compile investment research reports.Provide investment strategies and portfolio recommendations to frontline business.
1.协助客户经理开展高净值客户营销洽谈，专业讲解海外产品货架体系，结合客户需求与风险偏好，提供定制化投资市場建议及跨境资产配置综合方案。
2.为分行及一线客户经理搭建海外投研知识体系，组织开展产品、资产配置、境外市场分析等专项培训，同步做好培训效果跟踪与复盘。
3.实时监测分行私银中心各项业务任务指标完成情况，分析指标缺口及原因，输出数据反馈报告并提出优化建议。
4.持续跟踪香港及境外金融市场动态、产品业绩表现，整理投研分析报告、市场解读等专业内容，为一线业务提供投研支持。
任职要求
1.Bachelor's degree or above,preferably in Finance,Economics,Investment or related disciplines preferred.
2.At least 8 years of financial industry experience,private banking or high-net-worth client service experience preferred.
3.Familiar with the investment markets and good understanding of relevant regulatory requirements;Good knowledge of overseas asset allocation and financial products;
4.Passed in HKSI Paper 1,7&8 and IIQE Papers 1&3.Holders of professional qualifications such as CFP,CPWP and CFA are preferred.
5.Strong communication skills,financial analysis abilities;be able to explain products and formulate investment plans independently.
1.具备全日制本科及以上学历，金融、经济、投资等相关专业优先；
2.具备8年及以上金融行业相关工作经验，有私人银行、高净值客户服务或投资咨询经验者优先；
3.熟悉投資市场及相关监管條例，了解资产配置逻辑及各类金融产品特性，
4.持有香港HKSI(卷1、7、8)及IIQE(卷1、3)资格;持有CFP、CPWP、CFA等相关专业资质者优先；
5.具备良好的沟通表达、逻辑分析能力，能独立完成产品讲解及投资方案制定。
Your job application for the in-scope position(s)is subject to the Mandatory Reference Checking Scheme(MRCS)formulated by the Hong Kong Association of Banks(HKAB)in consultation with the Hong Kong Monetary Authority.You are required to provide your consent for China Minsheng Banking Corp.,Ltd.Hong Kong Branch(CMBC Hong Kong Branch)to conduct reference checks with your current and previous employers.Any employment offer will be conditional upon the satisfactory completion of this mandatory process.For more details,please refer to the“FAQs for In-Scope Individuals”on HKAB website:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.All information provided by you will be treated with strict confidence.
*In case of any discrepancy between the English version and the Chinese version,the Chinese version shall prevail.
财富经理岗-零售银行(私人银行/财富管理)
工作职责
Relationship Manager–Retail Banking(Private Banking/Wealth Management)
1.Manage customer segments and portfolio for high-net-worth clients in Hong Kong and cross-border referrals from Mainland China’s branches.Provide wealth planning and comprehensive overseas asset allocation solutions according to their needs.
2.Maintain customer relationships and deliver corresponding services in order to fulfill clients'financial needs.
3.Provide full range of investment and insurance products based on clients’needs,such as overseas deposits,funds,insurance,offshore trust,etc.
4.Review clients'asset allocations regularly and provide appropriate financial recommendations and solutions.
5.Promote marketing activities and new product sales initiatives.
1.开展客群经营和服务，围绕香港本地及内地转介跨境高净值客户需求，以客户需求为中心提供财富规划及海外综合配置解决方案；
2.维护客户关系，提供相应金融及非金融服务以满足客户日常银行业务需求；
3.根据客户需求配置全量财富产品，落地海外存款、基金、保险及离岸信托等产品营销；
4.定期检视客户资产配置情况，提供相应配置建议；
5.策划营销活动、重点产品销售推动等。
任职要求
1.Bachelor's degree or above,preferably in Accounting,Economics,Finance or related disciplines.
2.Minimum 5 years of CRM experience in Retail Banking,preferably in Private Banking/Wealth Management.
3.Passed in HKSI Paper 1,7&8 and IIQE Papers 1&3.Holder of CPWPA/CPWP/ARWP/CRWP is preferred.
4.Familiar with regulatory requirements for selling procedures,including insurance,funds,stocks,structured products,etc.
5.Experience in customer due diligence,including KYC,risk appetite assessment,transaction monitoring.
6.Good command of written and spoken in English and Chinese(Cantonese&Mandarin).
7.Proficient in Microsoft office applications such as Word,Excel,and PowerPoint.
1.会计、经济、金融等相关专业大学本科或以上学历，QS100毕业院校优先；
2.具备5年及以上零售条线工作经验，从事私人银行客户经理相关岗位优先；
3.持有香港HKSI(卷1、7、8)及IIQE(卷1、3)资格,持有CPWPA/CPWP/ARWP/CRWP等相关专业资质者优先；
4.熟悉产品销售合规要求，包括保险、基金、股票、结构性产品等；
5.具备客户反洗钱工作经验，包括KYC、风险偏好评估、交易监控调查等；
6.良好中英文语言（包括粤语及普通话）及书写能力；
7.熟练使用Word,Excel,and PowerPoint.等常用办公软件。
Your job application for the in-scope position(s)is subject to the Mandatory Reference Checking Scheme(MRCS)formulated by the Hong Kong Association of Banks(HKAB)in consultation with the Hong Kong Monetary Authority.You are required to provide your consent for China Minsheng Banking Corp.,Ltd.Hong Kong Branch(CMBC Hong Kong Branch)to conduct reference checks with your current and previous employers.Any employment offer will be conditional upon the satisfactory completion of this mandatory process.For more details,please refer to the“FAQs for In-Scope Individuals”on HKAB website:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.All information provided by you will be treated with strict confidence.
*In case of any discrepancy between the English version and the Chinese version,the Chinese version shall prevail.
产品经理岗(投资产品)–零售银行(私人银行/财富管理)
工作职责
Manager/Senior Manager(Product&Portfolio Management)-Retail Banking(Private Banking/Wealth Management)
1.Conduct comprehensive analysis of macro/micro market data on Private Banking and Wealth Management,overall economic analysis and hot market topics,etc.,Prepare regular and ad-hoc strategic reports for asset allocations and investment products framework.
2.Manage wealth management strategies and product applications.Establish and design investment products framework according to clients’needs and risk appetite.
3.Design and update complex investment products list according to latest market needs.Be responsible for the product launching procedures and management of products online platform.
4.Design relevant policies and operational procedures for external service providers and product management in compliance with regulatory and internal control requirements.
5.Enhance and optimize the investment products framework,including the entire process of product due diligence,product listing and launching applications,performance evaluation,and ongoing management of products framework.
6.Drive the cross-border and cross-departmental system integration and optimization for business collaboration.
1.综合分析宏/微观数据、行业数据、市场数据、热点题材等，定期与不定期形成策略报告，为大类资产配置提供框架。
2.牵头资产、策略的研究及在产品中的应用，按客户需求及风险偏好完善境内外产品货架体系及设计开发。
3.主导产品创新、复杂产品方案设计，并督导落实。
4.主导代销产品合作机构及产品管理制度，审定产品手册或产品案例撰写，推动和宣导制度执行、产品模式和方案落地。
5.牵头产品体系的改进及优化，负责重点产品尽调、申报、上架、业绩评价、存续期管理等全流程。
6.牵头跨条线、跨部门的系统整合及优化，重点业务协同等。
任职要求
1.Master's degree or above,preferably in Economics,Finance,Mathematics or related disciplines.
2.Minimum 5 years of experience in the financial and banking industry,with at least 3 years in investment management or product portfolio management for Private Banking and Wealth Management.Experience in cross-border product sales,FOF investment management,or structured and investment products is highly recommended.
3.Solid market analysis experience and familiar with investment products in Hong Kong and overseas markets.
4.Passed in HKSI Paper 1,7&8.Holders of professional qualifications such as CFA,CPA,or ACCA are preferred.
5.Good command of written and spoken in English and Chinese(Cantonese&Mandarin).
6.Proficient in Microsoft office applications such as Word,Excel,and PowerPoint.
1.具备硕士及以上学历，主修经济、金融、数学等相关专业优先；
2.具备5年及以上金融行业工作经验，其中至少3年及以上投资管理或产品组合管理经验，有境外产品代销、FOF投资管理、结构性票据发行及投资经验者优先；
3.宏观分析理论扎实，熟悉香港及境外市场金融产品；
4.持有香港HKSI(卷1、7、8),持有CFA、CPA、ACCA等相关专业资质者优先；
5.良好中英文语言（包括粤语及普通话）及书写能力；
6.熟练使用Word,Excel,and PowerPoint.等常用办公软件。
Your job application for the in-scope position(s)is subject to the Mandatory Reference Checking Scheme(MRCS)formulated by the Hong Kong Association of Banks(HKAB)in consultation with the Hong Kong Monetary Authority.You are required to provide your consent for China Minsheng Banking Corp.,Ltd.Hong Kong Branch(CMBC Hong Kong Branch)to conduct reference checks with your current and previous employers.Any employment offer will be conditional upon the satisfactory completion of this mandatory process.For more details,please refer to the“FAQs for In-Scope Individuals”on HKAB website:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.All information provided by you will be treated with strict confidence.
*In case of any discrepancy between the English version and the Chinese version,the Chinese version shall prevail.
工作区域：香港
截止日期：2026-10-31
原标题：民生银行
文章来源：http://career.cmbc.com.cn:8080/index.jsp#/app/recruitmentlist/social/
