Associate Director | Private Banking

Responsibilities:

• Responsible for identifying, developing & maintaining major client relationships and advising on investments further to assessing their needs, desires and risk profile
• Conduct all required Know Your Customer (KYC), AML process and documentation
• Provide superior customer service and contribute to the overall customer experience of the Bank
• Able to work on client acquisition and generate revenue from AUM
• Adhere and be in compliance with rules and regulations governing the business

Requirements:

• Bachelor’s / University degree preferred
• Minimum 8 years' of relevant experience in investment management, asset management, banking and marketing; of which, minimum 3 years should be at supervisory level
• Good knowledge of credit, risk control, investment products
• Good financial knowledge and is CACS certified
• Possess strong understanding on the background and needs for Mainland China UHNW clients
• A good team player with strong interpersonal and communication skills
• Willingness to work under a dynamic environment and handle ad hoc assignments and projects