Job Description

Responsibilities:

Responsible for identifying, developing & maintaining major client relationships and advising them on investments further to assessing their needs, desires and risk profile Conduct all required Know Your Customer (KYC), AML process and documentation Provide superior customer service and contribute to the overall customer experience of the Bank Able to work on client acquisition and generate revenue from AUM Adhere and be in compliance with rules and regulations governing the business

Requirements:

Bachelor's / University degree preferred Minimum 5 years' of relevant experience in investment management/asset management/banking (preferrably Private banking) /marketing; of which, minimum 3 years at supervisory level preferred Good knowledge of credit, risk control, investment products Good financial knowledge and is CACS certified Possess strong understanding on the background and needs for mainland China UHNW clients A good team player with strong interpersonal and communication skills * Willingness to work under a dynamic environment and handle ad hoc assignments and projects