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Private Banking (UHNWI) Relationship Manager (HK, SG or TW)
Kingfisher Executive Search (HK) Limited
June 4, 2020
This role is also open to other regions (Hong Kong, China, Singapore and Taiwan)
Provide private banking / professional wealth management and investment services to HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives.
Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as BMO, BOS, DBS, UBS, UBP etc.
Build up and maintain business relationships with the portfolio of private banking / wealth management customers.
Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets.
Perform investment portfolio analysis and provide re-allocation recommendation.
Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers.
Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business.
Comply with full compliance with internal guidelines and external regulatory bodies.
Preferably a Degree holder or equivalent
Minimum 5 years experiences in wealth management serving HNW individual clients, preferably from private banking
Familiar with KYC and account documentation with knowledge of wealth management products
Holder of SFC license for Types 1, 9 will be an advantages
Good knowledge in insurance products, bonds, funds and other wealth management products
Sales-oriented with good relationship building and customer service skills