Senior Manager / Assistant Vice President, CITICdiamond (Cross Border focus)

China CITIC Bank International Limited
Hong Kong, Hong Kong
Jul 29, 2021
Aug 28, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

• Acquire and grow the Mainland Chinese high net worth individual customer base through networking activities with CITIC Group to enhance the customer referral effectiveness.

• Assist in educating and coaching CITIC Bank Bankers about CITIC Bank International's Wealth Management products and services.

• Meet the bank's objective on CITICdiamond business target & plans.

• Upgrade and convert existing target branch customers into CITICdiamond customer by promoting CITICdiamond proposition to customers.

• Acquire and grow the high net worth individual customer base through networking activities with other business introducers to enhance the customer referral effectiveness.

• Contribute to the Bank's success and upholding of the Bank's image by providing high quality services to customers and proactively giving feedback, ideas and recommendations for improvement.

• Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.

• Maintain a close working relationship with Products & Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client's overall strategies and needs.

• Actively participate in marketing and promotional activities for customer acquisition and relationship building.


• Degree holder in Business Administration or related disciplines.

• Possess CFP / CFA / HKRFP qualification as well as IIQAS and other required qualifications under SFC for selling insurance and investment products.

• Minimum 2 years of relevant banking experiences in serving high net worth individual customers in retail bank or private bank.

• Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment and credit analysis.

• Strong interpersonal and communication skills.

• Good command of written and spoken English and Chinese (including Putonghua)

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