私人财富管理客户经理岗 - 私人财富管理部
Core
Serve high-net-worth clients by centering on their needs to execute asset allocation strategies.
Role type
Senior Private Wealth Management Relationship Manager
Builds
Client portfolios and financial products for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset allocation, high-net-worth client service, market and product knowledge for private banking, regulatory compliance
Preferred skills
CFA/AFP/CFP certification, 3+ years in overseas private wealth management, 5+ years in overseas retail banking wealth management
Responsibilities
Manage scale metrics including net new private diamond clients, AUM deposit growth, PWM account openings, and process rate control for private diamond clients; Achieve financial targets such as product sales revenue, interest income, and securities revenue; Coordinate activities including domestic bank presentations, client joint meetings, and joint event execution; Enhance client satisfaction and domestic bank satisfaction; Ensure compliance with internal and external regulatory requirements.