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Senior Relationship Associate
2 months ago
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 providing exceptional customer service to high net worth individuals and assisting our Relationship Managers in acquiring and growing our customer base.
Key Responsibilities
- Work closely with Relationship Managers to serve 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 in the 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.
- Understand the level of risk associated with all products and services and ensure that this information is appropriately disclosed to the client.
- Assist the Team Head in implementing and executing strategic plans and actively engage in business development activities.
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.
For more details about career opportunities with China CITIC Bank International Limited, please visit our website. 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.
