Cross-Border Wealth Relationship Manager

China CITIC Bank International Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

China CITIC Bank International Limited is seeking an experienced banking professional to develop and maintain client relationships, focusing on high net worth individuals. The role involves acquiring new clients, managing portfolios, and ensuring compliance with regulatory standards.

The ideal candidate should hold a degree in Business Administration and possess relevant qualifications like CFP or CFA. A minimum of 4 years of experience in banking is essential along with excellent communication skills in English and Chinese.

Qualifications

• Minimum 4 years of banking experience serving high-net-worth clients.
• Familiar with KYC and account documentation.
• Good command of English and Chinese, including Putonghua.

Responsibilities

• Develop and maintain client relationships.
• Meet CITICdiamond business targets.
• Manage and monitor client accounts regularly.

Skills

Interpersonal skills

Problem-solving skills

Communication skills

Knowledge of wealth-management products

Networking skills

Education

Degree in Business Administration or related disciplines

CFP / CFA / HKRFP qualification

Job description

China CITIC Bank International Limited is seeking an experienced banking professional to develop and maintain client relationships, focusing on high net worth individuals. The role involves acquiring new clients, managing portfolios, and ensuring compliance with regulatory standards.

The ideal candidate should hold a degree in Business Administration and possess relevant qualifications like CFP or CFA. A minimum of 4 years of experience in banking is essential along with excellent communication skills in English and Chinese.