Private Banking: Relationship Manager Assistant

China CITIC Bank International Limited; Hong Kong; Vor Ort; HKD 320.000 - 450.000; Vollzeit

Zusammenfassung

China CITIC Bank International Limited is seeking an Assistant Relationship Manager for Private Banking to support relationship managers in serving high net worth clients with their basic banking and wealth management needs. The role emphasizes coordinating account openings, client onboarding, and service excellence.

The candidate should have relevant banking experience, SFC and IIQAS qualifications, and strong English/Chinese communication skills to deliver private banking products and services

Qualifikationen

• Preferably a Degree holder or equivalent.
• Hold qualifications under SFC for marketing investment products.
• Hold qualifications under IIQAS for selling insurance products.
• Minimum 2–3 years of relevant banking experience serving high net worth individuals.
• Familiar with KYC and account documentation; knowledge of wealth management products.
• Familiar with private banking products and other retail banking products such as insurance and consumer lending.
• Good knowledge in risk assessment.
• Good interpersonal, problem solving and communication skills.
• Fluent in written and spoken English and Chinese.

Aufgaben

• Work closely with the relationship manager in serving high net worth customers in their basic banking needs and/or wealth management needs.
• Participate in networking activities with CITIC Group companies and other business introducers in China to enhance customer referrals.
• Assist client take-on process; particularly account opening documentation with Private Banking customers.
• Enhance and maintain good relationships with customers by providing seamless services together with the Relationship Manager, especially when the RM is not in the office.
• Understand risk levels of all products and ensure disclosures to the client.
• Assist the Team Head in implementing and executing strategic plans; engage in business development activities.
• Provide banking and wealth management services to customers as needed.

Kenntnisse

Interpersonal skills

Problem solving

Communication skills

English and Chinese

Ausbildung

Degree holder

Jobbeschreibung

China CITIC Bank International Limited is seeking an Assistant Relationship Manager for Private Banking to support relationship managers in serving high net worth clients with their basic banking and wealth management needs. The role emphasizes coordinating account openings, client onboarding, and service excellence.

The candidate should have relevant banking experience, SFC and IIQAS qualifications, and strong English/Chinese communication skills to deliver private banking products and services