Relationship Manager
6 days ago
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 in educating and coaching CITIC Bank Private Bankers about CITIC Bank International’s Wealth Management products and services.
- Fully understand the client’s needs and objectives, provide good services and direct them towards respective suitable products to meet their needs.
- 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.
- Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information are appropriately disclosed to the client.
- Perform annual review of high risk / unsuitable customers timely.
- Ensure compliance with account opening requirements on CDD and KYC; and
- Review relevant MIS reports to identify any suspicious transactions timely.
- Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
- Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate.
Requirements
- Preferably a Degree holder or equivalent.
- Possess qualifications under SFC for marketing investment products.
- Minimum 5 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).
For more details about career opportunities with the Bank, please visit our website http://www.cncbinternational.com/careers/en/index.jsp. Please apply with full resume stating current and expected salaries.
Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.
China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.
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