Epicareer Might not Working Properly
Learn More

Associate Director | Private Banking

Salary undisclosed

Apply on


Original
Simplified

Responsibilities

  • Responsible for identifying, developing & maintaining major client relationships and advising 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

Requirement

  • Bachelor’s / University degree preferred
  • Minimum 8 years' of relevant experience in investment management, asset management, banking and marketing; of which, minimum 3 years should be at supervisory level
  • Good knowledge of credit, risk control and 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