Initiate and establish new relationship (accredited investor segment).
Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
Up-sell and provide regular market colours and trend analysis to these customers.
Contribute to the bottom-line of Private Banking through the accomplishment of profit and growth targets.
Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
Requirements:
Min degree or above with at least 3 years and above of relevant work experience in Private Banking/Wealth Management business
Prior experience in North Asia/China markets would be an added advantage.
Passed CACS 1 and/or 2 certifications.
Existing CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI) would be an added advantage.
Business proficiency in both written and spoken English and Mandarin to liaise with internal and external Chinese stakeholders and clients.
Sound understanding of economics, best market practices and investment products in the wealth management business.
Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.
