Relationship Manager / Senior Relationship Manager, CITICdiamond (Cross Border)
Core
Develop and maintain relationships with high net worth individuals to acquire and grow the customer base, manage client accounts, and coordinate portfolio solutions.
Role type
Senior 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, portfolio management, risk assessment, credit analysis, KYC/CDD compliance, anti-money laundering controls, business development, client seminars
Preferred skills
CFP, CFA, HKRFP qualifications, IIQAS, networking, coaching bankers
Technologies
MIS reports, regulatory compliance systems
Responsibilities
Develop and maintain client relationships, meet business targets, acquire and grow high net worth customer base, manage and monitor client accounts, coordinate portfolio solutions, participate in marketing activities, ensure compliance with AML/KYC controls, assist in strategic plan execution, educate and coach bankers, perform annual reviews of high risk customers, provide investment services
Seniority
Senior, hands-on IC