PR/097010 | Private Banker GC

Company Overview

Our client is a well‑established Chinese private banking platform with a growing international presence, serving HNW and UHNW clients through comprehensive wealth management, investment advisory, and credit solutions. Backed by a strong balance sheet and onshore–offshore connectivity, the bank places a strong emphasis on prudential risk management, regulatory discipline, and relationship‑driven banking, and is selectively expanding its private banking franchise through measured, sustainable growth.
 

Job Description

•Initiate and establish new relationship (accredited investor segment).

•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.
•Up-sell and provide regular market colours and trend analysis to these customers.
•Contribute to the bottom-line 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.
 

Qualifications

•    Recognised Full Time University graduate with minimum 3 years of relationship manager experience in Private Banking business, specifically in North Asia markets.
•    Sound understanding of economics, best market practices and investment products in the wealth management business.
•    Relevant certifications such as CACS, CMFAS RES1B and RES2B (or RES12B), RES5, CM-EIP and CM-SIP (or CM-CMP), and CM-CIS, are strongly preferred.
•    Equivalent old CMFAS certifications (e.g., M1A/M1B, M2A, M5, M6, M6A, M8, M8A) are acceptable if still valid.
•    Business proficiency in both written and spoken Mandarin besides English, enabling effective service to Chinese clients.
•    Good team player with strong interpersonal and communication skills to work well with all levels of counterparts.
•    Willingness to work under a dynamic environment, multi-tasking skills to handle tight and short assignment and meet project deadlines.