Private Banking Relationship Manager

Responsibilities

• Acquire, build, expand and maintain Private Banking client relationships and grow AUM
• Provide exceptional service to HNW & UHNW clients locally and from domestic branches in China
• Conduct proper KYC & CDD on new to bank clients as well as periodical reviews on existing clients
• Ensure adherence to all compliance policies
• Prepare and conduct presentations for client events
• Provide support for product and system development
• Offer high quality wealth advisory to clients

Requirements

• Bachelor or graduate qualification in any field.
• Strong Anti-Money Laundering and Compliance awareness
• Outstanding sales, networking and new business development skills
• 5 years of work experience as Relationship Manager or similar roles in wealth management industry
• CACs certification
• Good understanding of wealth management industry and investment products
• Independent, self-motivated, highly ethical and a strong sense of teamwork