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Private Banking Relationship Manager
2 months ago
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 the Bank Group and other business introducers in both Hong Kong and China to enhance the customer referral effectiveness.
- Assist in educating and coaching the Bank Private Bankers about its International’s Wealth Management products and services.
- Fully understand the client’s needs and objectives, provide good services and direct them towards respective suitable products to meet their needs.
- 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.
- 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.
- Perform annual review of high risk / unsuitable customers timely.
- Ensure compliance with account opening requirements on CDD and KYC; and review relevant MIS reports to identify any suspicious transactions timely.
- Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
- Generate revenue from private banking products including wealth management products in order to achieve individual sales target.
- Provide quality services and professional practice to private banking clients to uphold customers’ experience and bank’s image.
- Follow regulatory requirements and internal guidelines to avoid operations risk and financial loss.
Requirements:
- Degree holder or equivalent
- Minimum 4-6 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank
- Preferably possess Certified Private Wealth Professional ("CPWP") qualification under Private Wealth Management Association (PWMA)
- Completion of required Regulatory Exams:
- Client Advisor Competency Standards (“CACS”) – Paper 1
- Client Advisor Competency Standards (“CACS”) – Paper 2
- Possess qualifications for relevant investment licenses registration
Tell employers what skills you have
Coaching
Wealth Management
Referrals
Investment Strategies
Tolerance
Wealth
Loans
Private Banking
Compliance
Networking
Financial Analysis
Banking
Diplomacy
Regulatory Requirements
Business Development
MIS
