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Manage relationship with High-Net-Worth individuals
Offer extensive range of products to customers
Perform overall impeccable customer servicing
Participate in customer due diligence and account documentation process Comply with internal and external regulation, guidelines and code of conduct
Master's degree required in finance or equivalent education
Minimum 5-8 years' solid experience within Financial Services Industry, relevant experience gained from Private Banking & Wealth Management of sizable company in serving high-net-worth clients is highly preferred
Good understanding of the major products or services available in the private banking industry
Good understanding of family business trust business
Proven customer service, communications
Knowledge of industry regulations and best practices
Ability to identify and resolve issues and escalate as necessary
Ability to multi-task and operate in a dynamic environment
Effective written and verbal communication skills in English, Mandarin and Cantonese