VP, Private Banking Relationships - Trusted Wealth Advisor

China CITIC Bank International Limited

Hong Kong

On-site

HKD 800,000 - 1,000,000

Full time

14 days+
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Job summary

China CITIC Bank International Limited is looking for a Private Banking professional in Hong Kong. The successful candidate will achieve the bank's targets, build strong relationships with high net worth clients, and assist the team in implementing strategic plans.

Applicants should possess at least 5 years of banking experience and relevant qualifications. Excellent communication skills in English and Chinese, alongside a solid understanding of wealth management, are crucial for this role.

Qualifications

  • Minimum 5 years of relevant banking experience serving high net worth individual customers.
  • Familiar with KYC and account documentation.
  • Good command of written and spoken English and Chinese.

Responsibilities

  • Achieve private banking business targets.
  • Maintain business relationships with high net worth individuals.
  • Engage in networking to enhance customer referrals.

Skills

Strong interpersonal skills
Problem-solving skills
Communication skills
Knowledge of wealth management products
Risk assessment

Education

Degree or equivalent
Certified Private Wealth Professional (CPWP)

Job description

China CITIC Bank International Limited is looking for a Private Banking professional in Hong Kong. The successful candidate will achieve the bank's targets, build strong relationships with high net worth clients, and assist the team in implementing strategic plans.

Applicants should possess at least 5 years of banking experience and relevant qualifications. Excellent communication skills in English and Chinese, alongside a solid understanding of wealth management, are crucial for this role.

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