Relationship Manager, CITICdiamond (Cross Border)
China CITIC Bank International(5 months ago)
About this role
A Relationship Manager for CITICdiamond focused on serving high net worth clients in Hong Kong and Mainland China, supporting their wealth management needs and delivering tailored investment solutions. The role acts as a client-facing advisor within the bank’s wealth management franchise and collaborates with product and portfolio specialists while adhering to regulatory standards.
Required Skills
- KYC
- Wealth Management
- Relationship Management
- Client Acquisition
- Risk Assessment
- Credit Analysis
- Portfolio Allocation
- Communication
Qualifications
- Degree in Business Administration
- CFP
- CFA
- HKRFP
- IIQAS
- SFC Qualifications
About China CITIC Bank International
cncbinternational.comN/A
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