Assistant Vice President / Vice President, CITICdiamond (Branch)
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Before you apply
LocationChina Hong Kong
Typefull-time
SeniorityVP
Experience3+ yrs
Company size1,001–5,000 people
PostedOct 2, 2026 · 1mo ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
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
Manage and monitor client accounts on an ongoing basis to understand changing investment needs
Maintain close working relationship with Products & Portfolio Specialist teams
Actively participate in marketing and promotional activities for customer acquisition and relationship building
Understand the level of risk associated with all products and services and ensure disclosure to clients
Assist supervisor to implement and execute strategic plans
Engage in business development activities
Ensure compliance with account opening requirements on CDD and KYC
Review relevant MIS reports to identify suspicious transactions in a timely manner
Upgrade and convert selected existing customers into CITICdiamond customer by promoting Diamond proposition
Establishes oneself as a trusted advisor by participating in customer's decision-making process
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)
Possess qualifications for relevant insurance and investment licenses registration
Possess/obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM)
Comply with anti-money laundering and counter terrorist financing controls
Skills
Sales
Marketing
Risk assessment
Credit analysis
CDD
KYC
Anti-money laundering controls
Counter terrorist financing controls
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.
Hiring process
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.