Relationship Manager / Senior Relationship Manager, Private Banking
China CITIC Bank International Limited
Hong Kong, Hong Kong
3天前

Key Responsibilities :

  • Achieve the bank’s objective on private banking business target & plans.
  • Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s Wealth Criteria’.
  • Engage in networking activities with CITIC Group and other business introducers in both Hong Kong and China to enhance the customer referral effectiveness.
  • Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
  • Maintain a close working relationship with Products & Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
  • Requirement :

  • Preferably a Degree holder or equivalent
  • Possess qualifications under SFC for marketing investment products.
  • Minimum 3 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank.
  • Familiar with KYC and account documentation with knowledge of wealth management products.
  • Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending.
  • Good knowledge in risk assessment and credit analysis.
  • Good interpersonal, problem solving and communication skills
  • Good command of written and spoken English and Chinese (including Putonghua).
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