About the role
AI summarisedSenior Relationship Manager role at a bank focusing on offshore North Asia (Taiwan) clients. Responsible for managing and growing a portfolio of high-net-worth clients, providing wealth management and investment advisory services, and ensuring compliance with regulatory requirements.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients from North Asia (Taiwan) region.
- Provide tailored wealth management and investment advisory solutions to clients.
- Acquire new clients through networking and referrals.
- Monitor client portfolios and provide regular performance updates.
- Ensure compliance with AML, KYC, and other regulatory requirements.
- Collaborate with internal teams to deliver comprehensive banking services.
- Prepare credit proposals and conduct credit analysis for client facilities.
- Maintain up-to-date knowledge of market trends and investment products.
Requirements
- Minimum 5 years of experience in relationship management or wealth management.
- Strong network of high-net-worth clients from North Asia (Taiwan) region.
- Bachelor's degree in Business, Finance, Economics, or related field.
- Excellent communication and interpersonal skills.
- Proficiency in Mandarin and English (both written and spoken).
- Strong knowledge of investment products, credit analysis, and risk management.
- Relevant certifications such as CFA or CACS preferred.
- Ability to work independently and as part of a team.
- Good understanding of regulatory requirements (AML, KYC).
- Proven track record in client acquisition and portfolio growth.