Job summary

Our client is a top-tier foreign private bank who targets to broaden their business in Mainland China. They are now looking for seasoned RMs who have solid experience in growing their business with various marketing strategies. Candidates who have strong connection with Mainland China clients are much preferred.

Responsibilities:

  • Ability in developing new UHNW/HNW individuals and managing existing book
  • Work with the team to pr...

Our client is a top-tier foreign private bank who targets to broaden their business in Mainland China. They are now looking for seasoned RMs who have solid experience in growing their business with various marketing strategies. Candidates who have strong connection with Mainland China clients are much preferred.

Responsibilities:

  • Ability in developing new UHNW/HNW individuals and managing existing book
  • Work with the team to provide comprehensive investment solutions to clients as well as timely market updates
  • Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
  • Cooperating with the team to develop and deliver comprehensive wealth management solutions for clients

Requirements

  • Degree holder in Finance, Economic, Business or related disciplines are preferred
  • 8 year's experience in direct private banking sector
  • Proven track record in client acquisition, asset gathering, asset growth and revenue generation
  • Pass in the HKSI and qualified under SFO for handling Regulated Activities Type 1 & 4
  • Knowledge of private banking , good understanding of banking operations and regulatory requirements

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