Relationship Manager - International Private Banking

JOB PURPOSE:

• To acquire, develop and service long-term relationships with high net worth clients.
• To work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.

PRINCIPAL ACCOUNTABILITIES:

• Generates target market prospects through a number of innovative and sustainable channels
• Converts target market prospects into clients
• Cross-sell products & services to existing clients
• Acquires net new assets to achieve targeted AUM
• Generates revenue to meet agreed upon goals
• Develops and maintains good relationships with clients.
• Achieves returns on clients portfolio according to their needs and expectations.
• Effectively interacts with network and available internal resources to provide solutions to meet client needs.
• Continuously develops own product knowledge.
• Delivers, monitors and reviews solutions to clients based on clients investment profile
• Complies with regulations, policies and guidelines
• Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
• Review and respond to AML transaction monitoring queries on transactions highlighted
• Conduct periodic and timely reviews of clients accounts

KEY COMPETENCIES:

• Degree from a reputed university
• Minimum 5 years marketing experience in private banking industry
• Knowledge and hands-on experience in private banking business, including customer segments and products.
• Appropriate qualifications to advise/sell investment and other products.
• Excellent communication skill, good command in both English and Chinese as role require to liasie with Chinese speaking stakeholders.