Relationship Manager

1 week ago

hong kong, Hong Kong SAR China China CITIC Bank International Limited Full time

Responsibilities

  • Develop and maintain client relationships in accordance with the bank’s policies and procedures.
  • Meet the bank’s objectives on CITICdiamond business targets & plans
  • Acquire and grow high net worth customer base effectively through MGM and business networking and seek business referrals.
  • Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
  • 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.
  • Actively participate in marketing and promotional activities for customer acquisition and relationship building including client seminars etc.
  • Understand the level of risk associated with all products and services and ensure that all relevant information are disclosed to clients.
  • Assist supervisor to implement and to execute strategic plans; and actively engage in business development activities.
  • Ensure compliance with account opening requirements on CDD and KYC; and Review relevant MIS reports to identify suspicious transactions in a timely manner.
  • 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.

 
China Team:

  • Acquire and grow the Mainland Chinese high net worth individual customer base through networking activities with CITIC Group to enhance the customer referral effectiveness. 
  • Assist in educating and coaching CITIC Bank Bankers about CITIC Bank International’s Wealth Management products and services. 
  • Perform annual review of high risk / unsuitable customers timely. 
  • Proactively maintain business relationship with individuals who satisfy the banks’ standards of suitability and who meet the banks ‘Wealth Criteria’ 
  • Provide additional Investment Services, including Portfolio Allocation Service to customers. 

Hong Kong Team:

  • Upgrade and convert selected existing customers into CITICdiamond customer by promoting Diamond proposition to customers.

 

Requirements

  • Degree Holder in Business Administration or related disciplines
  • Possess CFP / CFA / HKRFP qualification as well as IIQAS and other required qualifications under SFC for selling insurance and investment products.
  • Minimum 4 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 wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment and credit analysis.
  • 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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