Senior Manager/AVP, Relationship Management (Private Banking)

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

Senior Manager/AVP, Relationship Management (Private Banking)

Achieve the bank’s objective on private banking business target & plans.

Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’.

Engage in networking activities with CITIC Group and other business introducers in both Hong Kong and China to enhance the customer referral effectiveness.

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

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.

Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.

Requirements:

Preferably a Degree holder or equivalent.

Preferably possess Certified Private Wealth Professional (\"CPWP\") qualification under Private Wealth Management Association (PWMA)

Possess qualifications under SFC for marketing investment products.

Preferably 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 and credit analysis.

Good interpersonal, problem solving and communication skills.

Good command of written and spoken English and Chinese (including Putonghua).

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

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.

For more details about career opportunities with the Bank, please visit our website http://www.cncbinternational.com/careers/en/index.jsp.