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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 in educating and coaching CITIC Bank Private Bankers about CITIC Bank 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.
Preferably a Degree holder or equivalent
Possess qualifications under SFC for marketing investment products.
Preferably possess qualifications under IIQAS for selling insurance products.
Minimum 6-8 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).
For more details about career opportunities with the Bank, please visit our website http://www.cncbinternational.com/careers/en/index.jsp. Please apply with full resume stating current and expected salaries via https://careers.cncbinternational.com/ or email to firstname.lastname@example.org.
Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.
China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.