RM (China Market) - International Private Bank
My client is a global private bank committed to providing exceptional private banking services to high-net-worth individuals. We leverage our extensive network and deep market insights to deliver bespoke financial solutions that meet our clients' unique needs.
The Private Banking Relationship Manager (RM) will manage and grow a portfolio of high-net-worth clients in the China market. This role requires a seasoned professional with a strong understanding of global financial markets, exceptional client relationship skills, and the ability to deliver tailored financial solutions.
Key Responsibilities:
Client Relationship Management:
- Develop and maintain strong relationships with high-net-worth clients.
- Provide personalized financial advice and solutions to meet clients' financial goals.
- Conduct regular reviews of clients' financial portfolios and adjust strategies as needed.
Business Development:
- Identify and pursue opportunities to expand the client base in the China market.
- Develop and implement strategies to attract and retain high-net-worth clients.
- Collaborate with other departments to cross-sell banking products and services.
Market Expertise:
- Stay updated on global financial markets and economic trends.
- Provide clients with insights and advice on market developments and investment opportunities.
- Ensure clients are informed about the latest financial products and services.
Compliance and Risk Management:
- Ensure compliance with all regulatory requirements and company policies.
- Implement risk management strategies to protect client assets and interests.
- Maintain the highest standards of integrity and ethical conduct.
Client Service Excellence:
- Deliver exceptional client service and ensure high levels of client satisfaction.
- Address and resolve client inquiries and issues promptly and professionally.
- Organize and participate in client events and seminars to enhance client engagement.
Qualifications:
- Minimum of 7 years of experience in private banking or wealth management, with a focus on the China market.
- Strong understanding of global financial markets, investment strategies, and wealth management products.
- Proven track record of managing and growing a portfolio of high-net-worth clients.
- Excellent communication, interpersonal, and relationship-building skills.
- Fluency in Mandarin is preferred.
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