Our client, a foreign-based enduring financial institution with her growing private banking empire in the Far East, is looking for experienced Private Bankers to join their team.
Responsibilities:
- Develop and manage a portfolio of private banking customers by the highest level of professional global investment advice
- Provide comprehensive range of private banking, trustee and investment services to existing high net-worth clients;
- Create added value for both clients and the Bank by identifying the clients’ needs, wants and preferences so as to create a long-term trusting relationship
- Explore new business opportunities with prospective customers through networks and channels of the bank
- Acting as an expert, use financial knowledge to risk & monitor client’s performance on different financial areas for maximum return
- Contribute to the establishment of great team culture and manage the performance & relationship among teammates making sure the team is able to work to the highest efficiency
Requirements:
- University graduate with at least 10 years’ of relevant experience in serving high net-worth clients and portfolio management
- Possesses strong business vision and able to establish relevant strategies as well as action plans
- Great knowledge in the financial market trend and have prior solid experience working tightly with clients
- Qualified and experienced under SFO
- Pro-active, independent, customer-focus and with good communication skills
- Strong inter-personal skills to manage a good relationship with clients and peers
- Excellent command of spoken and written English and Chinese
