Assistant Relationship Manager/Relationship Manager, Private Banking

Role & responsibilities

• Serving Mainland Chinese customers in their basic banking needs and/or investment needs.
• Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.
• Implementing and executing strategic plans; and actively engage in business development activities.
• Assist client take-on process, particularly account opening documentation with Mainland Chinese customers including mass, affluent and high net-worth segments.
• Assist to provide Additional Investment Services, including Portfolio Allocation Service to customers as and when necessary.
• Take part in the networking activities and other business introducers in China to enhance the customer referral effectiveness.

Requirements

• University graduates in Banking / Finance / other related discipline 
• Minimum 3 years relevant experience 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. Sound knowledge of trade finance with formal credit analysis training
• Good knowledge in risk assessment.
• Strong interpersonal, communication, presentation and negotiation skill 
• Fluency in verbal and written English and Chinese including Mandarin 
• Proficiency in Microsoft Excel, Word and Power Point.