![CHINA MERCHANTS BANK CO., LTD](https://media.trabajo.org/img/noimg.jpg)
Senior Relationship Manager for Private Banking
2 weeks ago
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
- Upsell and provide regular market colours and trend analysis to these customers.
- Contribute to the bottomline of Private Banking through the accomplishment of profit and growth targets.
- Ensure superior customer service and contribute to the overall customer experience of the Bank. Understand the background and needs for mainland China UHNW clients.
- Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements.
Requirements &
Qualifications:
- University graduate with minimum 10 years of relationship manager experience in Private Banking Industry, specifically in North Asia markets.
- Sound understanding of economics, best market practices and investment products in the wealth management business.
- Holder of the existing CMFAS certification (e.g. CACS1, CACS2, M1, M5, M6, M6A, M8, M8A, M9, M9A & HI)
- Business proficiency in both written and spoken Mandarin besides English.
- Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
- Willingness to work under a dynamic environment, multitasking skills to handle tight and short assignment and meet project deadlines.
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