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Senior Relationship Associate
China CITIC Bank International Limited
Not Provided, Hong Kong Island, Hong Kong
Job type: fulltime
Job industry: Other
- Work closely with relationship manager in serving high net worth customers in their basic banking needs and/or wealth management needs.
- Participate in the networking activities with CITIC Group companies and other business introducers in China to enhance the customer referral effectiveness.
- Assist client take-on process; particularly account opening documentation with Private Banking customers.
- Enhance and maintain good relationships with the customers by providing seamless services together with the Relationship Manager, in particular when Relationship Manager is not in the office.
- Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information are appropriately disclosed to the client.
- Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
- Assist to provide banking and wealth management service to customers as and when necessary.