>>Banking Relationship Manger (Mandarin Speaking)

Location: San Francisco/Greater Bay Area

We have been retained by a private bank to find a fluent Mandarin-speaking Banking Relationship Manager for their San Francisco Bay Area/Palo Alto office. Our client is a globally recognized leader in banking, wealth management and financial services. It is an arm of a highly diversified international financial services institution, ranked as one of the largest banks on the continent, serving over 11 million customers.

This is a rare and exceptional career opportunity with one of the leading financial institutions in the world. In addition to being one of the largest financial institutions in North America, they are also one of only three North American banks chartered in China and have a longstanding presence there. They also have a global partnership with one of the largest Chinese banks. The BRM will have a steady flow of new referral High Net Worth customers. These customers are primarily business owners in China and are relocating their families to US. The BRM will work closely with these new customers/immigrants in making their smooth transition to US (i.e. helping them find schools, doctors, professional services, etc.) as well as establish their banking services.

What is also unique about this opportunity is that this individual will be part of a dynamic build out. This institution has a significant flow of HNW immigrant customers, and the candidate will have an active role in building a team focused on serving these customers. An individual with entrepreneurial drive can be highly rewarded not only in the short term, but in future career growth. The compensation is above average for bankers/relationship managers with Mandarin language skills.

The BRM is accountable for providing relationship management, a superior client experience and integrated financial solutions to a portfolio of borrowing and non-borrowing HNW (high-net-worth) clients ranging from $1M to $25M in liquid assets. The role is accountable for contributing to the market business plan and supporting strategies by effectively managing the retention and expansion of trusting relationships and with clients who are newly immigrating to the US from China, Hong Kong, or Taiwan, with an objective of profitably growing the overall revenue. Therefore, it is an absolute requirement that qualified applicants possess excellent Mandarin language skills.

The BRM provides full banking and highly evolved customer support services to support the achievement of market business goals for this particular platform. General Responsibilities include among others:

• Excellent client relationship management by providing superior service to an assigned portfolio of HNW clients.
• Provide for requests for banking services set-up and servicing.
• Provide proactive, integrated and customized advice to help clients achieve their financial and personal needs.
• Provide for additional requests that enhance the overall relationship management experience for clients.
• Travel extensively within the United States to meet with new clients and to establish private banking relationships.
• Provide for additional requests that enhance the overall relationship management experience for clients.
• Travel extensively within the United States to meet with new clients and to establish private banking relationships.

Requirements:

• Bachelor’s degree preferred.
• Mandarin language skills; knowledge of Chinese cultures and norms
• 5-7 years banking; HNW relationship management experience highly desirable
• Excellent relationship management and client service skills
• Excellent interpersonal and communication skills.

All inquiries will be held in the strictest of confidence. Please forward resumes to Jeannie Hwang at jeannie@rmgassociates.com. Candidates who meet the above stated qualifications are invited to call Buzz Bray at 206-402-3401 x229.