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Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral and personal business connections
Identify customers' needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers
Grow and strengthen the wealth of Private Banking group of sophisticated customers through deepening customers relationships and providing differentiated services
Ensure all selling activities are in compliance with the bank's guidelines
Conduct Due Diligence Checking and "KYC" process for customers
Execute investment product transactions for customers.
Assist in Private Banking business acquisition and marketing activities.
University graduate, preferably major in Business Administration, Accounting, Finance or Economics
Qualified for registration as a Securities Intermediary (Relevant Individual) and Insurance Intermediary (Technical Representative of Insurance Agent) of the Bank
Qualification of PWMA is preferred
Minimum 5 years' solid experience in serving high-net-worth customers
Well-planned, mature with excellent management skills
Strong analytical skills and solid track record in developing relationships with customers
Familiar with banking operations and related policies, legal and regulatory requirements
Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin
~We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or email to email@example.com . Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise. 越秀集團成員A Member of Yuexiu Group