About the role
AI summarisedSenior Relationship Manager responsible for managing and growing a portfolio of high-net-worth international clients at a bank. The role involves providing tailored banking and wealth management solutions, ensuring compliance, and driving business development.
BusinessFull-timeRetail Banking
Key Responsibilities
- Manage and grow a portfolio of international high-net-worth clients
- Provide tailored banking and wealth management solutions
- Proactively identify client needs and cross-sell appropriate products
- Ensure compliance with regulatory and internal policies
- Prepare credit proposals and monitor portfolio performance
- Collaborate with internal teams to deliver seamless client service
- Conduct regular client reviews and update risk profiles
- Drive business development through referrals and networking
Requirements
- Minimum 5 years of experience in relationship management or private banking
- Strong knowledge of cross-border banking and wealth management products
- Excellent communication and interpersonal skills
- Proven track record in business development and client acquisition
- Familiarity with AML and KYC regulations
- Degree in Finance, Business, or related field
- Fluent in English and Mandarin; Cantonese is a plus
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- High level of integrity and professionalism