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Proactively build and maintain business relationship with High-net-worth individuals as well as provide Wealth Management & Portfolio Advices
Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers' relationships and providing differentiated service
Manage and monitor client accounts on an ongoing basis by matching our financial and investment product solutions to their needs
Work closely with Products teams to ensure the continued viability of client objectives and to ensure coordination of overall strategies and needs
Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities
Preferably a Degree holder or equivalent
Possess qualifications under SFC for marketing investment products
Minimum 5 years of relevant brokerage and banking experiences in serving high net worth individual customers in retail bank or private bank
Familiar with KYC and account documentation with knowledge of wealth management products
Good knowledge in risk assessment and credit analysis
Mature, independent and business oriented, with the ability to work effectively under pressure
Good command of written and spoken English and Chinese (including Putonghua)
We offer attractive salary, benefits and 5-day workweek to the successful applicant. Please send your resume with present and expected salary to the Group Human Resources Manager. (Please quote the job reference number on the email subject line.)
Personal Data collected will be used for recruitment purposes only.