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Lead 2 teams of Relationship Managers and Relationship Banking Officers to achieve assigned targets; Ensure the team is in full compliance with the regulatory requirements as well as the internal compliance policies and guidelines
Groom the Relationship Managers to support the business; Maintain highest standard of excellence in client service with individual clients with regular monitoring of client satisfaction
Acquire wide range of product knowledge and continuous updates on global investment market.
Adhere to all regulatory and internal fraud, compliance and AML policies requirements, and flag potential illegal or improper activities.
Deliver position client performance in line with client investment profiles asset.
Bachelor's Degree holder; degree in Finance or Accounting preferred.
Possess a minimum of 10+ years' of experience servicing U/HNW clients within the wealth management field
At least 5 years people manager experience; establish and maintain strong working leaderships with team members in the wider PWM business and others as appropriate to clients' needs.
Possess a strong ability to develop a network of target prospects; U/HNW clients within the China market.
Experience of building and managing complex relationships with significant customers.
Excellent command of written and spoken English and Mandarin.