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Deliver AUM, and Revenue growth targets and key operating metrics (client relationship building, client satisfaction, product holdings, etc.)
Generate healthy pipeline of target market prospects from the existing Retail Banking clients / Private Wealth Management (PWM) clients from the mainland branches and convert them into local PWM clients
Grow customer portfolio size by deepening existing customer relationships
Implement an asset allocation in line with the client needs and model portfolios as benchmarks.
Deliver, monitors and reviews solutions to clients based on client investment profile.
Conduct periodic reviews of client accounts in accordance with established procedures.
Deliver profitable growth by controlling costs and operational losses.
Ensure Sales Management, Suitability and on-boarding & AML processes, cross boarder selling applied appropriately.
Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures.
Partner effectively with internal & external product specialists to deliver effective client solutions.
Work closely with the PWM Compliance, & ensure adherence with the regulatory compliance policies and processes derived from the HKMA, SFC & OCI
Degree holder or above in Business, Finance or related disciplines, with possessing the HKSI's 1, 4 & 9 licenses & relevant insurance licenses.
Minimum 10 years of the relevant banking experiences in serving high net-worth clientele in retail bank's PWM, & with private banking experience is preferred.
In-depth knowledge in private wealth management business, market trends and regulatory environment.
Self-starter with strong leadership, interpersonal and influencing skills.
Strong ability to build & maintain a network of target prospects in Hong Kong, Greater China & other international countries.
Able to communicate effectively with all levels of the organization and external parties in both written and oral English, Chinese in Cantonese & Mandarin
Internal Number: 4070596
About CHINA MERCHANTS BANK CO LTD
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