AVP, Relationship Manager (Greater China Market), Treasures Private Client, Consumer Banking Group
Core
Source and retain high net-worth clients in the Greater China market, providing investment advice and managing a portfolio of private banking products.
Role type
Senior Individual Contributor Relationship Manager (Private Banking)
Builds
Client relationships and revenue growth for Treasures Private Client
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
high net-worth client acquisition, investment advisory, trust set-up, regulatory compliance, market strategy implementation
Preferred skills
established Greater China client network, private banking product knowledge
Technologies
N/A
Responsibilities
Source new target market clients, identify client needs and grow business in assigned geographical area, introduce suitable products, provide investment advice, ensure KYC and documentation compliance, implement market focus strategy
Seniority
Senior, hands-on IC