Private Banker
1 week ago
Our client, a global private bank is looking for experienced private bankers to join their expanding team.
**Key Responsibilities**:
- Develops and maintains client relationships.
- Responsible for achieving annual revenue targets and objectives.
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Builds market share; able to enhance client asset size over time.
- Fully competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product development.
- Starts to build networks with other businesses and 3rd parties.
- Supervises and monitors delegated tasks for quality assurance to meet client servicing needs.
- Good university degree
- Completed professional qualifications: CACS Papers I and II
- At least 3 years of private banking sales experience
- Proven track record in servicing a book of HNW/UHNW clients and acquisition of new relationships
- Strong familiarity with the Greater China market, including regulatory and compliance requirements.
- Well versed in Private Banking Products and good knowledge of legal and regulatory environment
- Sound knowledge of global financial markets and current affairs
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.
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