About the role
AI summarisedSenior Relationship Manager responsible for managing and growing a portfolio of high-net-worth international clients at a bank. The role involves providing tailored banking and wealth management solutions, ensuring compliance, and driving business development.
BusinessFull-timeRetail Banking
Key Responsibilities
- Manage and grow a portfolio of international high-net-worth clients
- Provide tailored banking and wealth management solutions
- Develop and maintain strong client relationships
- Identify cross-selling opportunities and drive business development
- Ensure compliance with regulatory and internal policies
- Conduct credit analysis and risk assessment for client proposals
- Collaborate with internal teams to deliver seamless client service
- Prepare and present client reviews and performance reports
Requirements
- Minimum 5 years of experience in relationship management or private banking
- Strong knowledge of cross-border banking and wealth management products
- Proven track record in client acquisition and portfolio growth
- Excellent communication and interpersonal skills
- Fluency in Mandarin and English (both written and spoken)
- Degree in Finance, Business, Economics or related field
- Strong credit analysis and risk assessment skills
- Understanding of AML and KYC regulations
- Ability to work independently and as part of a team
- Professional certifications (e.g., CFA, CFP) preferred