Description

Responsibilities

• Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
• Manage a client base of high net worth individuals to achieve business penetration and portfolio growth
• Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
• Provide solutions on the basis of advice that solidify long term relationships, while exploring and capturing additional business opportunities
• Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards

Requirements

• University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage
• At least 3 years solid working experience in serving private banking clients
• Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills
• Possess consultative selling skills, robust business development and prospecting skills
• Strong proactive networking, client following ability and aspire to build long term partnership
• Agile and flexible to adapt
• Strong knowledge of investment products, financial industry topics, trends and related issues, and ability to articulate and be conversant in all aspects of business offerings
• Ability to manage client book in a compliant manner
• Good command of both verbal and written English and Chinese

#LI-CT1

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .