Private Banking Relationship Manager

Brief Summary

Join a dynamic team where you will build and nurture relationships with a select client segment. Leverage your expertise to enhance client experiences and drive growth in a vibrant banking environment.

Responsibilities

• Initiate and cultivate relationships within the accredited investor segment. Strengthen connections with clients to align with business objectives. Conduct necessary Know Your Customer (KYC) and Anti-Money Laundering (AML) processes and documentation. Provide market insights and trend analyses to clients while upselling relevant services. Contribute to Private Banking's profitability and growth milestones. Deliver exceptional customer service that enhances the overall client experience. Understand the needs of ultra-high-net-worth clients from mainland China. Oversee the investment product dealing infrastructure, processes, and systems. Manage all sales documentation, product agreements, and service level agreements.

Requirements

• Bachelor's degree in any discipline Minimum 3 years of experience as a relationship manager in the Private Banking sector, specifically in North Asia markets. Strong grasp of economics, investment products, and best practices in wealth management. Possession of relevant CMFAS certifications (e.g., M1, M5, M6, M6A, M8, M8A, M9, M9A, and HI) CACS Level 1 and 2 certifications are advantageous. Excellent interpersonal and communication skills with a collaborative mindset. Ability to thrive in a dynamic environment and effectively manage multiple tasks to meet tight deadlines.