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.
- 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.
- 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 email@example.com. For details, please feel free to contact Leo at 62828201.