UHNW Private Banker
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Location
Hong Kong
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Sector:
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Job type:
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Contact:
Natalie LU
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Contact email:
n.lu@hamlynwilliams.com
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Salary high:
0
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Salary low:
0
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Published:
7 months ago
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Expiry date:
2020-09-23
Responsibilities:
- Demonstrate the understanding of clients’ businesses and sources of wealth generation
- Build relationships with client families to establish long-term connections
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Help clients achieve broad financial/investment goals related to the creation and management of wealth.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement
- Ensure compliance on regulatory requirements
- Ensure strong controls and effective operational and administrative services.
Qualifications:
- 10+ years of relevant experience
- Proven track record in asset gathering, asset growth and revenue generation
- Excellent commercial and negotiation skills
- Excellent understanding of financial markets and products