About the role
AI summarisedSenior Associate, Treasures Relationship Manager (Offshore - North Asia Market) at a consumer banking group, responsible for managing and growing a portfolio of high-net-worth clients from the North Asia market, providing wealth management and banking solutions.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients from the North Asia market
- Provide wealth management and banking solutions to meet client needs
- Acquire new-to-bank clients through referrals and networking
- Ensure compliance with regulatory and bank policies
- Achieve individual sales targets and contribute to team goals
- Build and maintain strong client relationships
Requirements
- Bachelor's degree in any discipline
- Minimum 5 years of experience in wealth management or private banking
- Strong knowledge of investment products and financial markets
- Excellent communication and interpersonal skills
- Proficiency in Mandarin and English to serve North Asia clients
- Relevant certifications such as CMFAS or IBF qualifications
- Proven track record in sales and client relationship management
- Ability to work in a fast-paced environment