Job summary

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

...

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
  • Fluent in English and Cantonese, Mandarin is a plus but not necessary

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