Assist relationship manager of the team to acquire and grow the high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.
- Work closely with relationship manager in serving high net worth customers in their basic banking needs and/or wealth management needs.
- Participate in the networking activities with CITIC Group companies and other business introducers in China to enhance the customer referral effectiveness.
- Assist client take-on process; particularly account opening documentation with Private Banking customers.
- Enhance and maintain good relationships with the customers by providing seamless services together with the Relationship Manager, in particular when Relationship Manager is not in the office.
- Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information are appropriately disclosed to the client.
- Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
- Assist to provide banking and wealth management service to customers as and when necessary.