Relationship Manager - International Private Banking

Job Purpose

This role focuses on establishing, developing, and maintaining enduring relationships with high net worth clients. The incumbent will collaborate with internal experts to deliver tailored investment and wealth management solutions that fulfill client requirements.

Principal Duties

• Identify and acquire potential clients in the target market using innovative and sustainable methods.
• Convert prospects into active clients and expand the client base.
• Promote and sell a range of products and services to the existing clientele.
• Attract new assets to meet targeted Assets Under Management (AUM) goals.
• Generate revenue in line with agreed objectives.
• Build and nurture strong client relationships to ensure satisfaction and retention.
• Manage client portfolios to achieve returns consistent with individual client needs and expectations.
• Collaborate effectively with internal teams and networks to deliver comprehensive client solutions.
• Continuously enhance professional knowledge of products and services.
• Oversee, monitor, and review client investment solutions according to their profiles.
• Adhere strictly to all regulatory requirements, internal policies, and guidelines.
• Identify, mitigate, and safeguard the bank against credit, legal, reputational, and additional risks.
• Respond promptly to Anti-Money Laundering (AML) transaction monitoring inquiries.
• Conduct regular and timely periodic reviews of client accounts to ensure compliance and performance.

Required Qualifications and Skills

• A university degree from a recognized institution.
• At least five years of marketing experience within the private banking sector.
• Practical knowledge and experience in private banking, particularly understanding customer segments and product offerings.
• Relevant certifications enabling advisory and sales capabilities for investment and other financial products.
• Strong communication skills with fluency in English and Chinese to engage effectively with Chinese-speaking stakeholders.