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You will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.
Job Responsibilities :
Originate, develop and maintain client relationships within the high net worth segment
Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite
Provide banking services and execute transactions for clients on a timely and effective manner
Monitor clients' portfolio and provide timely update to clients as appropriate
Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details
Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
Perform tasks in accordance with regulatory and compliance requirements
To meet the challenge, you should have the following qualifications and attributes:
Degree holder with CPWP is a plus
Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers
Sound knowledge of wide range of banking and investment products
Excellent selling, relationship building and interpersonal skills
Strong self-initiative and able to work under pressure
Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)
Please note that only shortlisted candidates will be notified.
Internal Number: 5632762
About Dah Sing Financial Group
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