AVP, Private Banking — Senior Relationship Manager

China CITIC Bank International Limited; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

China CITIC Bank International Limited seeks a Senior Manager/AVP to drive private banking relationships with high net worth individuals in Hong Kong. The role focuses on achieving targets, building strategic networks, and coordinating with product teams to tailor wealth solutions.

The candidate should have CPWP/SFC qualifications, a degree, and at least 3 years in private banking, with strong English and Putonghua skills and KYC experience.

Qualifications

• Degree holder or equivalent.
• CPWP qualification under PWMA.
• SFC qualifications for marketing investment products.
• 3 years of banking experience with high net worth clients.
• Familiar with KYC and account documentation.
• Knowledge of wealth management products.
• Private banking product knowledge; insurance and lending familiarity.
• Strong English and Putonghua communication.

Responsibilities

• Achieve the bank's private banking targets and plans.
• Proactively build and maintain relationships with suitable individuals.
• Engage in networking with CITIC Group and other introducers in HK and China.
• Assist Team Head in implementing strategic plans and business development.
• Coordinate with Products & Portfolio Specialists to align client objectives.
• Monitor client accounts to understand changing investment needs and coordinate portfolio solutions.

Skills

Interpersonal skills

Problem solving

Communication skills

English & Chinese

Education

Degree holder

CPWP certification

SFC licenses

Job description

China CITIC Bank International Limited seeks a Senior Manager/AVP to drive private banking relationships with high net worth individuals in Hong Kong. The role focuses on achieving targets, building strategic networks, and coordinating with product teams to tailor wealth solutions.

The candidate should have CPWP/SFC qualifications, a degree, and at least 3 years in private banking, with strong English and Putonghua skills and KYC experience.