Relationship Manager Assistant (Private Banking / CITICdiamond)

China CITIC Bank International Limited; Hong Kong; On-site; HKD 320,000 - 450,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Interpersonal skills

Problem solving

Communication skills

English and Chinese

Education

Degree holder

Job description

Relationship Manager Assistant (Private Banking / CITICdiamond)

Assist relationship manager of the team to acquire and grow the high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.

Assist the administrative work for customers referred from CITIC group companies especially in terms of account opening.

Provide high quality services to Private Banking customers.

Key Responsibilities

Work closely with relationship manager in serving high net worth customers in their basic banking needs and/or wealth management needs.

Participate in the networking activities with CITIC Group companies and other business introducers in China to enhance the customer referral effectiveness.

Assist client take-on process; particularly account opening documentation with Private Banking customers.

Enhance and maintain good relationships with the customers by providing seamless services together with the Relationship Manager, in particular when Relationship Manager is not in the office.

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.

Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.

Assist to provide banking and wealth management service to customers as and when necessary.

Requirements

Preferably a Degree holder or equivalent

Possess qualifications under SFC for marketing investment products.

Possess qualifications under IIQAS for selling insurance products.

Preferably with minimum 2-3 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.

Good interpersonal, problem solving and communication skills.

Good command of written and spoken English and Chinese.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.