Assistant Vice President / Vice President, Relationship Management (Private Banking)

China CITIC Bank International Limited; Hong Kong; Presencial; HKD 800.000 - 1.000.000; Jornada completa

Descripción de la vacante

China CITIC Bank International Limited is looking for a Private Banking professional in Hong Kong. The successful candidate will achieve the bank's targets, build strong relationships with high net worth clients, and assist the team in implementing strategic plans.

Applicants should possess at least 5 years of banking experience and relevant qualifications. Excellent communication skills in English and Chinese, alongside a solid understanding of wealth management, are crucial for this role.

Formación

• Minimum 5 years of relevant banking experience serving high net worth individual customers.
• Familiar with KYC and account documentation.
• Good command of written and spoken English and Chinese.

Responsabilidades

• Achieve private banking business targets.
• Maintain business relationships with high net worth individuals.
• Engage in networking to enhance customer referrals.

Conocimientos

Strong interpersonal skills

Problem-solving skills

Communication skills

Knowledge of wealth management products

Risk assessment

Educación

Degree or equivalent

Certified Private Wealth Professional (CPWP)

Descripción del empleo

Location: China Hong Kong

Job Responsibilities

• Achieve the bank’s objective on private banking business target & plans.
• Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’.
• Engage in networking activities with CITIC Group and other business introducers in both Hong Kong and China to enhance the customer referral effectiveness.
• Assist in educating and coaching CITIC Bank Private Bankers about CITIC Bank International’s Wealth Management products and services.
• Fully understand the client’s needs and objectives, provide good services and direct them towards respective suitable products to meet their needs.
• Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
• Maintain a close working relationship with Products & Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client’s overall strategies and needs.
• Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
• Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information are appropriately disclosed to the client.
• Perform annual review of high risk / unsuitable customers timely.
• Ensure compliance with account opening requirements on CDD and KYC; and
• Review relevant MIS reports to identify any suspicious transactions timely.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate.

Requirements

• Preferably a Degree holder or equivalent.
• Preferably possess Certified Private Wealth Professional ("CPWP") qualification under Private Wealth Management Association (PWMA).
• Possess qualifications under SFC for marketing investment products.
• Minimum 5 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank.
• Familiar with KYC and account documentation with knowledge of wealth management products.
• Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending.
• Good knowledge in risk assessment and credit analysis.
• Good interpersonal, problem solving and communication skills.
• Good command of written and spoken English and Chinese (including Putonghua).