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Private Banker - VP Level - Leading Regional Private Bank
September 18, 2019
Day to day responsibilities would include:
Meet annual goals and budgets set by the manager for self,
Develop existing and new relationships,
To be responsible for identifying, developing and maintaining major client relationships and advising them on investments
Market a full range of Wealth Management products and services in a diversified manner to existing and new clients,
Cultivate and manage relationships with other areas to ensure to promote cross-selling,
Ensure product documentation including credit facilities is at all times correct and appropriate.
To be considered for the role you will need to have:
At least 5 years of private banking experience, however candidates with a stable work history in other banks serving prestige customers may also be considered
A client book containing HNW and UHNW Clients,
An AUM of over $100 million (usd),
Must fulfil the fit and proper criteria for SFC & HKMA,
Client-focused with excellent interpersonal and communication skills,
Ability to discuss and have the knowledge of the full range of PBA products,
Good spoken Mandarin and English
Non-local residents will be considered, but we prefer those with practical experience working in HK PB platform to ensure they have a basic understanding of HK regulatory requirements, banking service and products
My client can offer a competitive salary and bonus package to the right candidate. This role presents a great opportunity for a Private Banker looking to further their career. If you wish to discuss this opportunity further then please submit your CV.