{"id":895,"date":"2023-11-24T00:00:00","date_gmt":"2023-11-23T16:00:00","guid":{"rendered":"https:\/\/www.talent-axis.com\/job\/assistant-relationship-manager\/"},"modified":"2023-12-21T11:22:43","modified_gmt":"2023-12-21T03:22:43","slug":"assistant-relationship-manager","status":"publish","type":"job","link":"https:\/\/www.talent-axis.com\/cn\/job\/assistant-relationship-manager\/","title":{"rendered":"Assistant Relationship Manager\/Relationship Manager, Private Banking"},"content":{"rendered":"\n<p><strong>Role &amp;<\/strong> <strong>responsibilities<\/strong><\/p>\n\n\n\n<ul>\n<li>Serving Mainland Chinese customers in their basic banking needs and\/or investment needs.<\/li>\n\n\n\n<li>Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.<\/li>\n\n\n\n<li>Implementing and executing strategic plans; and actively engage in business development activities.<\/li>\n\n\n\n<li>Assist client take-on process, particularly account opening documentation with Mainland Chinese customers including mass, affluent and high net-worth segments.<\/li>\n\n\n\n<li>Assist to provide Additional Investment Services, including Portfolio Allocation Service to customers as and when necessary.<\/li>\n\n\n\n<li>Take part in the networking activities and other business introducers in China to enhance the customer referral effectiveness.<\/li>\n<\/ul>\n\n\n\n<p><strong>Requirements<\/strong><\/p>\n\n\n\n<ul>\n<li>University graduates in Banking \/ Finance \/ other related discipline&nbsp;<\/li>\n\n\n\n<li>Minimum 3 years relevant experience in serving high net worth individual customers in retail bank or private bank.<\/li>\n\n\n\n<li>Familiar with KYC and account documentation with knowledge of wealth management products.<\/li>\n\n\n\n<li>Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending. Sound knowledge of trade finance with formal credit analysis training<\/li>\n\n\n\n<li>Good knowledge in risk assessment.<\/li>\n\n\n\n<li>Strong interpersonal, communication, presentation and negotiation skill&nbsp;<\/li>\n\n\n\n<li>Fluency in verbal and written English and Chinese including Mandarin&nbsp;<\/li>\n\n\n\n<li>Proficiency in Microsoft Excel, Word and Power Point.<\/li>\n<\/ul>\n","protected":false},"template":"","sector":[27],"type_employment":[26],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.talent-axis.com\/cn\/wp-json\/wp\/v2\/job\/895"}],"collection":[{"href":"https:\/\/www.talent-axis.com\/cn\/wp-json\/wp\/v2\/job"}],"about":[{"href":"https:\/\/www.talent-axis.com\/cn\/wp-json\/wp\/v2\/types\/job"}],"wp:attachment":[{"href":"https:\/\/www.talent-axis.com\/cn\/wp-json\/wp\/v2\/media?parent=895"}],"wp:term":[{"taxonomy":"sector","embeddable":true,"href":"https:\/\/www.talent-axis.com\/cn\/wp-json\/wp\/v2\/sector?post=895"},{"taxonomy":"type_employment","embeddable":true,"href":"https:\/\/www.talent-axis.com\/cn\/wp-json\/wp\/v2\/type_employment?post=895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}