Financial Relationship Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

Discover a rewarding career as a Financial Relationship Manager at China CITIC Bank International Limited, where you will play a pivotal role in building and maintaining relationships with high net worth individual customers.

Estimated Salary: HK$600,000 - HK$1,200,000 per annum

Job Description:

About the Role:

We are seeking a highly skilled and experienced Financial Relationship Manager to join our team. As a key member of our Private Banking department, you will be responsible for achieving business targets and plans while proactively building and maintaining strong business relationships with our clients.

  • Client Relationships: Engage with high net worth individual customers to understand their financial needs and objectives, providing tailored solutions to meet their requirements.
  • Business Development: Collaborate with internal teams to identify new business opportunities and implement strategic plans to drive growth.
  • Risk Management: Conduct thorough risk assessments and credit analysis to ensure the continued viability of client objectives.

Requirements:

To succeed in this role, you will need:

  • Education: A Degree holder or equivalent, with a minimum of 5 years of relevant banking experience in serving high net worth individual customers.
  • Qualifications: Possess qualifications under SFC for marketing investment products.
  • Skills: Good knowledge of risk assessment, credit analysis, and private banking products, as well as excellent interpersonal and communication skills.

Why Join Us:

At China CITIC Bank International Limited, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to being an equal opportunities employer and intend to provide a work environment free of unlawful discrimination or harassment.



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