Job Description
Responsibilities
- Maintain, develop and deepen relationship with high net worth private banking clients
- Identify clients’ private banking needs and provide customized investment and wealth planning solutions
- Provide professional service in selling of wealth management products by strictly adhering to sales compliance guidelines
- Ensure good portfolio management and credit quality
Requirements
- Degree holder with minimum 6 to 8 years’ experience in private banking and/or wealth management business
- Qualified under SFO for carrying out Regulated Activities Type 1 & 4 and qualified as MPF and Insurance Intermediary
- Sales oriented with strong interpersonal and relationship management skills
- Proficiency in written and spoken English and Chinese including good command of Mandarin