About the role
AI summarisedVP Relationship Manager for the Greater China market in Private Banking at a major bank. Responsible for managing and growing a portfolio of high-net-worth clients, providing wealth management solutions, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients in the Greater China market
- Develop and implement customized wealth management solutions
- Proactively identify and acquire new client relationships
- Provide investment advisory and portfolio management services
- Ensure compliance with AML, KYC, and other regulatory requirements
- Collaborate with internal product specialists to deliver comprehensive banking solutions
- Monitor market trends and provide timely investment recommendations
- Achieve individual business targets and contribute to team goals
Requirements
- Minimum 10 years of experience in private banking or wealth management
- Strong knowledge of the Greater China market and its regulatory environment
- Proven track record in client acquisition and relationship management
- Excellent communication and interpersonal skills
- Fluent in Mandarin and English; Cantonese is a plus
- Degree in Business, Finance, Economics or related field
- CFA or equivalent certification preferred
- Strong credit analysis and risk assessment skills
- Ability to work independently and as part of a team
- High level of integrity and professionalism