Private Banker
4 days ago
Looking for a dynamic and driven Private Banker with a specialization in the Greater China market.
**The role**:
- Develop and maintain strong relationships with HNWIs and families in the Greater China market.
- Identify and acquire new clients through networking, referrals, and strategic partnerships.
- Provide insights and updates to clients on market trends and investment opportunities.
- Utilize knowledge of the local market to tailor services and products to client needs.
- Ensure all client interactions and transactions comply with regulatory requirements and company policies.
**Requirements**:
- Minimum of 5 years of experience in private banking or wealth management, with a focus on the Greater China market.
- Certified in CACS 1 & 2. Proven track record in managing and growing a portfolio of HNWIs.Excellent communication and interpersonal skills, with proficiency in Mandarin
EA Reg No. R1985302 (Han Yen Qi)
RCB No. 201417088Z
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