Private Banker (Relationship Manager) Private Banker (Relationship Manager) …

Hong Kong Job Consulting
à Hong Kong
CDI, Plein-temps
Dernière candidature, 21 sept. 20
Up to $50,000 + Profit-sharing Scheme
Hong Kong Job Consulting
à Hong Kong
CDI, Plein-temps
Dernière candidature, 21 sept. 20
Up to $50,000 + Profit-sharing Scheme
Diffusée par:
Leo Wong • Recruiter
Diffusée par:
Leo Wong
Recruiter
An Asset management Company licensed with SFC (EAM) is looking for Private Banker in providing Professional Investment Advice and Wealth management Solutions to HNW individual clients.

Responsibilities

  • Provide private banking / professional wealth management and investment services to Greater China 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 platforms such as UBS, Credit Suisse, Julius Baer or BOS;
  • 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.

Requirements

  • 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, 4 regulated activity is a must and better with Type 9 ; 
  • Good knowledge in insurance products, bonds, funds and other wealth management products;
  • Sales-oriented with good relationship building and customer service skills;
  • Mature, independent and business oriented, with the ability to work effectively under pressure;
  • Good command of written and spoken English and Chinese (including Mandarin);
  • A candidate with  experiences  in UBS, Credit Suisse, Julius Baer, BOS  and CMB is highly preferred, with relevant experience in the Private Banking field is a must.

Interested parties please send your resume in word format with current & expected salary and notice period to leo@hkjobc.com.  For details, please feel free to contact Leo at 62828201.

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