Private Banking RM

A reputable European Bank is urgently looking for a private banking Senior RM.

Your new company

Currently, we are hiring a Private Banking Senior Relationship Manager for a famous foreign bank in BJ. The company devotes in establishing a respect culture on employees and their opinions. The bank also provides a sustainable professional development, flexible working mode, environmental diversity that provides more growth space for their employees.

Your new role

  • Provide comprehensive client support services in developing and maintaining client base and provide expert advisory and discretionary wealth management services to HNW or UHNW clients in accordance with clients’ investment strategy.
  • Partner clients together with the relevant business support functions in terms of account opening, prepare, to collect and review documentation from clients in a timely and accurate manner.
  • Process and provide client advisory on transactions or portfolios relating to complex products, securities, credit applications, assets, deposits, and coordinate with relevant teams such as Product and Investment Consulting, Business Development team when required.
  • Proactively monitor client account status and report any irregularities. Conduct periodic due diligence reviews and update client documentation to meet KYC requirements. Track and follow up on all required documentation from client in a timely manner.
  • Be the key interface, both internally and externally, for clients’ daily operational issues and handle and resolve day-to-day queries from clients on transactional activity, operations, systems, account re-balancing processes etc.
  • Maintain relationship with Partner Banks and Intermediaries.
  • Coordinate client events (conferences and sponsored activities) and organize key-actions to acquire new clients.
  • Be fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activities.

What you'll need to succeed

  • Master’s degree or equivalent experience in Economics/Business management
  • At least 5 to 10 years’ experience in a similar sales position
  • Broad knowledge of full range of wealth management products such as hedge fund; QDII, FX, family trust, fixed-income, insurance etc. for private client.
  • Good knowledge of basic IT tools and contact network of external professional experts (private & public)
  • Chinese (Mandarin) and English languages (oral and written) are a must; with any additional language being an important asset (French, German…)

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.


Job Type
Banking & Financial Services
Banking and Financial Services
Closing date
15 Jul 2024

Talk to a consultant

Talk to Sophia Zhang, the specialist consultant managing this position, located in Beijing
501, Tower 1, China Central Plaza, 81 Jianguo Road, Chaoyang District

Telephone: 86487933

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