Senior Relationship Manager / Relationship Manager, Private Banking

Responsibilities

• Acquiring, developing and maintaining a long-terms relationships with private banking clients
• Implement an asset allocation in line with the client needs, and model portfolios as benchmarks
• Serve as a trusted advisor to clients, understanding their needs, deliver unique customer oriented advices and solutions
• Monitor and review clients investment profile, provide solutions in a timely manner
• Exploring the new opportunities and turns target customers into real business
• Collaborate with support functions, business partners, and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions
• Keep abreast of market practice and regulatory requirements to maintain sound control environment
• Lower the risk level, ensure the conduction of business complies with all internal policies, laws and regulations

 Requirements

• Minimum 3 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank
• Degree holder or equivalent with CPWP is a plus
• Possess qualifications under SFC for marketing investment products
• Preferably possess qualifications under IIQE for selling insurance products 
• Strong ability to develop new network and target market
• Good knowledge of all business guidelines and compliance issues
• Excellent relationship and interpersonal skills
• Highly self-motived and customer oriented
• Proficiency in both English and Chinese, fluency in Putonghua