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Senior Relationship Associate

China CITIC Bank International Limited

2020-08-11 23:57:42

Job location Not Provided, Hong Kong Island, Hong Kong

Job type: fulltime

Job industry: Other

Job description

Key Responsibilities

  • 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.

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