About the role
AI summarisedSenior Relationship Manager responsible for managing and growing a portfolio of high-net-worth international clients at a bank. Focuses on cross-border banking needs, wealth management, and ensuring compliance with regulatory requirements.
BusinessFull-timeRetail Banking
Key Responsibilities
- Manage and grow a portfolio of international high-net-worth clients
- Provide tailored banking and wealth management solutions
- Identify cross-border opportunities and facilitate transactions
- Ensure compliance with AML and KYC regulations
- Collaborate with internal teams to deliver seamless client service
- Prepare credit proposals and risk assessments for client facilities
- Monitor client portfolios and market trends to proactively advise clients
Requirements
- Minimum 5 years of relationship management experience in private banking or wealth management
- Strong knowledge of cross-border banking and regulatory frameworks
- Proven track record in acquiring and managing high-net-worth clients
- Excellent communication and interpersonal skills
- Fluency in Mandarin and English (spoken and written)
- Degree in Finance, Business, or related field
- Ability to analyze financial statements and assess credit risk
- Strong understanding of AML and KYC requirements
- Self-motivated with ability to work independently