Relationship Manager, CITICdiamond (Cross Border)
Core
Acquire and grow the high net worth individual customer base by managing personal financial analysis, protection, and investment needs.
Role type
Senior IC relationship manager (wealth management)
Builds
Client relationships and portfolio solutions for high net worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
high net worth client acquisition, financial analysis, portfolio management, risk assessment, KYC/KYC compliance, anti-money laundering controls, business networking, strategic planning
Preferred skills
CFP, CFA, HKRFP qualifications, IIQAS, insurance and investment product sales knowledge
Technologies
MIS reports, wealth management platforms
Responsibilities
Develop and maintain client relationships, meet business targets, manage client accounts, coordinate portfolio solutions, participate in marketing activities, ensure regulatory compliance, assist in coaching bankers, perform annual reviews of high-risk customers
Seniority
Senior, hands-on IC