Responsibilities:
- Responsible for identifying, developing and maintaining major client relationships, advising on investments further to assessing their needs, desires and risk profile.
- Conduct all required Know your customer (KYC), AML process and documentation.
- Provide superior customer service and contribute to the overall customer experience of the Bank.
- Able to work on client acquisition and generate revenue from AUM.
- Adhere and be in compliance with rules and regulations governing the business.
Requirements:
- Bachelor’s /University degree preferred.
- Possess strong understanding on the background and needs for mainland China UHNW clients.
- Good financial knowledge and is CACS certified.
- Minimum 8 years of relevant working experience, covering the following:
- Investment management, asset management, banking and marketing experience.
- At least 3 years at supervisory level.
- Good knowledge of credit, risk control, investment products.
- A good team player with strong interpersonal and communication skills.
- Willingness to work under a dynamic environment and handle ad hoc assignment and projects.
