Associate Director | Private Banking
Salary undisclosed
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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
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