Assistant Vice President / Vice President, Private Banking Relationship Management

Key Responsibilities:

• 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.
• Possess qualifications under SFC for marketing investment products.
• Minimum 5 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).