A Reputable Foreign Bank
Private Banking Sr. RM
财富管理
财富管理
北京, 广州, 深圳
10年以上
本科
面议
职位描述
A reputable international bank is going to aggressively expand its private banking business in China and now urgently looking for several Private Banking RM/Sr. RMs in BJ, SH, Hangzhou, Chengdu, GZ and SZ.
In this role, you are going to actively acquire ultra-high-net-worth individual clients in mainland China with AUM above CNY6mil. You are expected to provide family financial planning to the clients via sell onshore or offshore diversified structure wealth management products such as public funds, private funds, QDII, structure deposit, family trust, insurance, equity, FX etc. to the clients. Maintain existing clients relationship and chasing the business leads referred from the bank.
职位要求
To successfully win out of the applicants, you are expected to have
Bachelor degree in China or overseas university with at least 5 years private banking RM experience or 8 years of wealth management RM experience.
Very familiar with banking products knowledge such as fund, insurance, structure deposit, FX, derivatives etc.
Strong client relationship maintenance or development skills.
If you have plenty of highnet worth client resources in mainland China, it would be a plus. There will be an existing client portfolio for you to manage.
You will work closed with product sales (IC, IS) to cross sell banking wealth management/PB products.
咨询顾问
Sophia Zhang
Sr. Business Manager- Banking & Financial Services, China
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