Senior Private Banking Relationship Manager
16 hours ago
The Senior Private Banking Relationship Manager plays a pivotal role in providing exceptional support to Relationship Managers, ensuring the seamless execution of investment instructions and maintaining high service quality.
Key Responsibilities- Act as a dedicated point of contact for Relationship Managers, providing comprehensive support to facilitate their daily operations.
- Receive and transmit investment instructions from clients with utmost care and attention to detail, guaranteeing timely execution and superior service quality.
- Collaborate with Relationship Managers or Senior Relationship Managers to onboard new clients, including account opening and KYC (Know Your Customer) processes.
- Assist in preparing credit applications for clients, ensuring accuracy and efficiency throughout the process.
- Attend to client inquiries, liaise with internal and external stakeholders to fulfill client requests, and conduct administrative follow-ups as needed.
- Prepare regular internal reports for senior management, providing insights into key performance indicators and operational metrics.
- Maintain strict adherence to regulatory requirements and Group policies, exercising vigilance in identifying potential risks associated with money laundering and other illicit activities.
- Hold a degree in Finance or a related field; at least 6 years of experience in personal banking, with a minimum of 3 years in private banking.
- Familiarity with private banking investment products and a strong understanding of the market.
- Possess excellent interpersonal skills, enabling effective communication, value-added advice provision, influencing, and supervisory abilities.
- Able to analyze complex situations, prioritize tasks, and implement processes efficiently.
- Demonstrate strong character and resilience in high-pressure environments.
- Fluency in both verbal and written English and Chinese is essential.
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