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This is a great opportunity for junior private bankers who are looking to achieve a bigger progress and RMs from retail banking or corporate banking but want to make a big transformation in their career.
Responsible for managing a private client portfolio consisting of high net worth and ultra-high net worth individuals in Asia.
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Establishing new relationships and manage existing relationship in order to generate new asset under management and gross revenue
Provide quality services and understand clients' financial needs
Advising clients on portfolio management, asset allocation and other traditional and alternative investments
Working closely with investment advisory, compliance and execution teams
Key Qualifications & Experience
University degree holder and / or with 5+ years of professional experience in a similar capacity
Strong presentation skills, an excellent communicator with client facing experience a definite advantage
Strong understanding of the needs and sensitivities of clients (private individuals and families)
Proven track record on investment & insurance sales and / or relationship management performance
Able to work under minimal supervision; adaptable to work in demanding environment
Sales-driven with good interpersonal skills
Proficient in both spoken and written Chinese and English
Internal Number: 6234869
About Hamlyn Williams
eFinancialCareers is a career site specializing in financial services.