About the role
AI summarisedSenior Relationship Manager role at a bank focusing on offshore North Asia clients. Responsible for managing and growing a portfolio of high-net-worth clients, providing wealth management solutions, and ensuring compliance with regulatory requirements.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth offshore clients from North Asia.
- Provide tailored wealth management solutions including investment advisory, credit, and banking services.
- Acquire new-to-bank clients through referrals and networking.
- Ensure compliance with AML, KYC, and other regulatory requirements.
- Monitor client portfolios and provide regular market updates.
- Collaborate with internal product specialists to deliver holistic solutions.
- Achieve individual sales targets and contribute to team goals.
Requirements
- Minimum 5 years of experience in relationship management or wealth management.
- Strong knowledge of offshore banking and North Asia markets.
- Proven track record in client acquisition and portfolio growth.
- Excellent communication and interpersonal skills.
- Fluent in Mandarin and English (both written and spoken).
- Degree in Business, Finance, Economics or related field.
- Relevant certifications such as CFA or CACS preferred.
- Strong understanding of investment products and credit analysis.
- Ability to work in a fast-paced, target-driven environment.
- Compliance-oriented with attention to detail.