About the role
FinEx AI summary
This role is for a Relationship Manager or Senior Relationship Manager serving CITICdiamond cross-border high-net-worth clients. It covers client acquisition via referrals and networking, portfolio monitoring, coordination with product and specialist teams, KYC/CDD/AML compliance, and coaching bankers on wealth management products.
Core skills relationship management high net worth client acquisition referral networking (MGM) business development portfolio solutions KYC/CDD compliance
Role details
Work style On-Site
Posted 24 Sep 2026
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