Private Banking Relationship Manager

Brief Summary
Join a dynamic team where you will build and nurture relationships with a select client segment. Leverage your expertise to enhance client experiences and drive growth in a vibrant banking environment. Responsibilities
Initiate and cultivate relationships within the accredited investor segment. Strengthen connections with clients to align with business objectives. Conduct necessary Know Your Customer (KYC) and Anti-Money Laundering (AML) processes and documentation. Provide market insights and trend analyses to clients while upselling relevant services. Contribute to Private Banking's profitability and growth milestones. Deliver exceptional customer service that enhances the overall client experience. Understand the needs of ultra-high-net-worth clients from mainland China. Oversee the investment product dealing infrastructure, processes, and systems. Manage all sales documentation, product agreements, and service level agreements. Requirements
Bachelor's degree ...