Private Banking Relationship Manager
4 months ago
Job Description:
Initiate and establish new relationship (accredited investor segment).
Develop and strengthen their relationships with the Bank ..
Job Description:
- Initiate and establish new relationship (accredited investor segment).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentations.
- Up-sell and provide regular market colours and trend analysis to these customers.
- Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
- Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
Requirements:
- University graduate with minimum 3 years of relationship manager experience in Private Banking Industry.
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Holder of the existing CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI).
- Business proficiency in both written and spoken Mandarin besides English.
- Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
- Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.
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