Senior Relationship Associate

3 weeks ago

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

We are seeking a highly skilled and experienced Senior Relationship Associate to join our team at China CITIC Bank International Limited. As a key member of our Private Banking department, you will be responsible for building and maintaining strong relationships with our high net worth individual customers, providing them with exceptional service and support to meet their personal financial needs.

Key Responsibilities
  • Work closely with our Relationship Managers to serve our high net worth customers in their basic banking needs and/or wealth management needs.
  • Participate in networking activities with CITIC Group companies and other business introducers in China to enhance customer referral effectiveness.
  • Assist with client take-on process, particularly account opening documentation with Private Banking customers.
  • Enhance and maintain good relationships with customers by providing seamless services together with the Relationship Manager, in particular when the Relationship Manager is not in the office.
  • 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.
  • Assist the Team Head in implementing and executing strategic plans, and actively engage in business development activities.
  • Provide banking and wealth management services to customers as and when necessary.
Requirements
  • Preferably a Degree holder or equivalent.
  • Possess qualifications under SFC for marketing investment products.
  • Possess qualifications under IIQAS for selling insurance products.
  • Preferably with minimum 2-3 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.
  • Good interpersonal, problem solving and communication skills.
  • Good command of written and spoken English and Chinese.

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.

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