Acquire, build, expand and maintain Private Banking client relationships and grow AUM
Provide exceptional service to HNW & UHNW clients locally and from domestic branches in China
Conduct proper KYC & CDD on new to bank clients as well as periodical reviews on existing clients
Ensure adherence to all compliance policies
Prepare and conduct presentations for client events
Provide support for product and system development
Offer high quality wealth advisory to clients
Requirements
Bachelor or graduate qualification in any field.
Strong Anti-Money Laundering and Compliance awareness
Outstanding sales, networking and new business development skills
5 years of work experience as Relationship Manager or similar roles in wealth management industry
CACs certification
Good understanding of wealth management industry and investment products
* Independent, self-motivated, highly ethical and a strong sense of teamwork
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