Scope of Responsibility:
- Acquire full range of product knowledge and continuous updates
- Keep learning of global investment market, especially private banking sector
- Analyze high-net-worth clients financial needs, explore and maintain good relationships with them
- Handle clients relationship from professional perspective of providing tailor-made solutions
- Perform client portfolio review on a regular basis
Skills / Qualifications:
- Bachelors Degree in Finance, Business or related discipline
- Minimum of 5 years banking experience in private bank or wealth management sector
- Carry out analysis to identify opportunities for expanding customer base and improving sales
- Solid understanding of financial markets and products, especially in private equity fund - Strong interpersonal and communication skills
- Independent, resourceful, result-oriented
- Excellent verbal and written communication skills
– English and Chinese (Mandarin is a must)