Responsible for identifying, developing & maintaining major client relationships and advising them on investments further to assessing their needs, desires and risk profile
Conduct all required Know Your Customer (KYC), AML process and documentation
Provide superior customer service and contribute to the overall customer experience of the Bank
Able to work on client acquisition and generate revenue from AUM
Adhere and be in compliance with rules and regulations governing the business
Requirements:
Bachelor's / University degree preferred
Minimum 5 years of relevant experience in investment management/asset management/banking (preferrably Private banking) /marketing of which, minimum 3 years at supervisory level preferred
Good knowledge of credit, risk control, investment products
Good financial knowledge and is CACS certified
Possess strong understanding on the background and needs for mainland China UHNW clients
A good team player with strong interpersonal and communication skills
Willingness to work under a dynamic environment and handle ad hoc assignments and projects
