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Private Banker

This is a great opportunity for junior private bankers who are looking to achieve a bigger progress and RMs from retail banking or corporate banking but want to make a big transformation in their career.

Principal Responsibilities ​

  • Responsible for managing a private client portfolio consisting of high net worth and ultra-high net worth individuals in Asia.
  • Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
  • Establishing new relationships and manage existing relationship in order to generate new asset under management and gross revenue
  • Provide quality services and understand clients’ financial needs
  • Advising clients on portfolio management, asset allocation and other traditional and alternative investments
  • Working closely with investment advisory, compliance and execution teams

Key Qualifications & Experience

  • University degree holder and / or with 5+ years of professional experience in a similar capacity
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment & insurance sales and / or relationship management performance
  • Able to work under minimal supervision; adaptable to work in demanding environment
  • Sales-driven with good interpersonal skills
  • Proficient in both spoken and written Chinese and English