Relationship Manager - Private Banking (Mandarin Speaking)

Posted 2 July by China Merchants Bank
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We are a leading Chinese bank in the City and currently recruiting for a Relationship Manager for Private Banking. The Bank is renowned worldwide for its quality services to customers, and has operated in the UK as a Branch for 8 years.

As a Relationship Manager, you are expected to be a highly driven, career-minded individual who has excellent knowledge of Private Banking business. This position provides an exciting opportunity to work within a small team and quickly adapting to cover a broad area of duties. The key responsibilities will include:

  • Provide comprehensive support to achieve departmental objectives;
  • Develop and respond to clients with potential account opening and mortgage requirements;
  • Grow and maintain the deposit book for clients with the possibility of offering other financial products further;
  • Identify and suggest suitable non-financial services or tools to enhance client satisfaction;
  • Assist in planning, designing, and executing various types of client events, as well as other marketing activities;
  • Maintain and develop business cooperation channels, partners and service providers;
  • Provide flexible solutions to improve products and procedures where appropriate;
  • Cooperate with other front offices to generate business leads and create synergy;
  • Liaise with IT team to develop Private Banking related system;
  • Other duties assigned by the Head of Department.

To be successful in the role of a Relationship Manager, the following key qualifications/skills are essential:

  • A Bachelor degree or above, ideally with a finance related educational background;
  • 3+ years of relevant working experience as a Relationship Manager or Adviser for mortgage business;
  • Professional qualification, such as CFA, CAIA, FRM is a plus;
  • CeMap qualified preferred;
  • Excellent communication and inter-cultural skills. Fluent in English and Chinese Mandarin both in verbal and writing;
  • Good knowledge of Private Banking business in the UK, especially for products and operations;
  • Team working and an eye for detail;
  • Deadline driven and abilities to work under pressure, etc.

This will be a full time position and the successful candidate will receive a mark-to-market salary package depending on experience. The closing date for application is 13 August 2024.

Reference: 53011641

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