Assistant Vice President / Vice President, CITICdiamond (Branch) at CHINA CITIC BANK INTERNATIONAL LTD

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

02 Apr, 26

Salary

0.0

Posted On

02 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Business Development, Wealth Management, Risk Assessment, Sales and Marketing, Communication Skills, Investment Knowledge, Compliance, Portfolio Management, Networking, Customer Acquisition, Financial Analysis, Interpersonal Skills, KYC, AML, Strategic Planning

Industry

Banking

Description

Mandatory Reference Checking Scheme (“MRC”) for Hong Kong The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions. For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied. Country of Location: China Hong Kong Job Responsibilities: • Develop and maintain client relationships in accordance with the bank’s policies and procedures. • Meet the bank’s objectives on CITICdiamond business targets & plans • Acquire and grow high net worth customer base effectively through MGM and business networking and seek business referrals. • 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 including client seminars etc. • Understand the level of risk associated with all products and services and ensure that all relevant information are disclosed to clients. • Assist supervisor to implement and to execute strategic plans; and actively engage in business development activities. • Ensure compliance with account opening requirements on CDD and KYC; and • Review relevant MIS reports to identify suspicious transactions in a timely manner. • Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies. • Upgrade and convert selected existing customers into CITICdiamond customer by promoting Diamond proposition to customers. • Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate. Requirements: • 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 3 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). • Preferably possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM). • Possess qualifications for relevant insurance and investment licenses registration. 中信銀行(國際)有限公司中信銀行(國際)有限公司（「信銀國際」）是中信集團境外商業銀行業務主要平台，由中信銀行股份有限公司（「中信銀行」）全資子公司中信國際金融控股有限公司（「中信國金」）持有75% 股份。中信銀行(國際)網絡遍布大中華，包括香港的22家分行及2家商務理財中心，以及北京、上海、深圳及澳門的網點，另外於紐約、洛杉磯及新加坡設有海外分行。自1922年起，中信銀行(國際)與員工、客戶及夥伴一同成長，跨越一個世紀。未來將繼續以「敏捷專業化繁為簡」為願景，堅持「文化為本（Culture）、客戶為尊（Customer）、多方聯動（Collaboration）、科技引領（Cyberspace）」4C核心價值，積極踐行「為客戶謀價值，為員工謀幸福，為股東謀效益，為社會盡責任」的企業使命。有關中信銀行(國際)的進一步資料，請瀏覽www.cncbinternational.com。 China CITIC Bank International Limited China CITIC Bank International Limited ("CNCBI"), a major offshore platform of commercial banking business of the CITIC Group, is 75%-owned by CITIC International Financial Holdings Limited ("CIFH"), which in turn is a wholly-owned subsidiary of China CITIC Bank Corporation Limited ("CNCB"). China CITIC Bank International's footprint in Greater China includes 22 branches and two business banking centres in Hong Kong, as well as presence in Beijing, Shanghai, Shenzhen and Macau, and overseas branches in New York, Los Angeles and Singapore. Across a century, China CITIC Bank International has grown together with its employees, customers and partners since 1922 and will continue to move towards its vision of "Agile. Professional. Simple." in adherence to the 4C (Culture, Customer, Collaboration, Cyberspace) core values while driving actively its missions to "create value for customers, seek happiness for employees, make profit for shareholders, perform responsibility for society". More information about China CITIC Bank International can be found on its website at www.cncbinternational.com.

Responsibilities

The role involves developing and maintaining client relationships, meeting business targets, and managing client accounts. Additionally, it includes compliance with regulatory standards and engaging in business development activities.