Relationship Manager

4 weeks ago

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

Job Summary

We are seeking a highly skilled and experienced Relationship Manager to join our team at China CITIC Bank International Limited. As a key member of our private banking team, you will be responsible for building and maintaining strong relationships with high net worth individual customers, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities

  • Achieve business targets and plans by identifying and pursuing new business opportunities and developing strong relationships with existing clients.
  • Proactively build and maintain business relationships with individuals who meet the bank's standards of suitability and wealth criteria.
  • Engage in networking activities with CITIC Group and other business introducers to enhance customer referral effectiveness.
  • Assist in educating and coaching private bankers about wealth management products and services.
  • Provide good services and direct clients towards 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 coordination of overall strategies and needs.
  • Manage and monitor client accounts on an ongoing basis to understand changing investment needs and objectives, and 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.
  • Establish 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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