Responsibility
Provide private banking/ wealth management & investment service to UHNW clients
Build and maintain relationship with the portfolio of private banking and wealth management clients
Promote PB/ wealth management & investment product(bond, fund, equity, etc.)
perform investment analysis & achieve sales target
Requirement
Degree holder in finance or related
Minimum 5 years experience in PB/ wealth management serving UHNW clients
Strong analytical skills and solid track record in developing relationships with customers
Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin