AVP, HNWI Wealth & Relationship Management

China CITIC Bank International Limited; Hong Kong; On-site; HKD 420,000 - 820,000; Full time

Job summary

China CITIC Bank International Limited in Hong Kong seeks an experienced relationship manager to acquire and grow high net worth individual clients, focusing on personal financial analysis, protection and investment needs. You will manage portfolios, promote CITICdiamond offerings, and coordinate with product teams to deliver tailored wealth solutions.

The role emphasizes strong interpersonal communication, English and Chinese proficiency, and a track record in retail or private banking within

Qualifications

• Minimum 3 years of relevant banking experience serving high net worth individuals

Responsibilities

• Meet the bank’s objective on CITICdiamond business target & plans.
• Upgrade and convert existing target branch customers into CITICdiamond customer by promoting CITICdiamond proposition to customers.
• Acquire and grow the high net worth individual customer base through networking activities with other business introducers to enhance the customer referral effectiveness.
• Contribute to the Bank’s success and upholding of the Bank’s image by providing high quality services to customers and proactively giving feedback, ideas and recommendations for improvement.
• Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
• 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.
• Actively participate in marketing and promotional activities for customer acquisition and relationship building.

Skills

Relationship management

Interpersonal skills

Bilingual English/Chinese

Education

Degree in Business Administration or related disciplines

Job description

China CITIC Bank International Limited in Hong Kong seeks an experienced relationship manager to acquire and grow high net worth individual clients, focusing on personal financial analysis, protection and investment needs. You will manage portfolios, promote CITICdiamond offerings, and coordinate with product teams to deliver tailored wealth solutions.

The role emphasizes strong interpersonal communication, English and Chinese proficiency, and a track record in retail or private banking within