Key Responsibilities: -
- 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.
The ideal candidate will possess the following:
- 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.
