Junior Private Banker (Farmer | China Focus | Open to ARM / IC Profiles)
Hays
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Your new company
We are partnering with a reputable Chinese bank with a strong network of HNW client referrals and an established presence in the private banking space.
Your new role
What you'll need to succeed
What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact 2230 7451.
We are partnering with a reputable Chinese bank with a strong network of HNW client referrals and an established presence in the private banking space.
Your new role
- Develop new business relationships and expand the private banking client portfolio
- Achieve revenue and business targets set by management
- Provide tailored investment advisory services and holistic wealth management solutions to HNW clients
- Manage client portfolios through advisory-driven strategies and execution of transactions
- Promote and cross-sell a range of investment products, including fixed income, insurance, and funds, with a focus on more conservative wealth solutions
- Support clients with portfolio allocation aligned to their risk appetite and financial goals
What you'll need to succeed
- Bachelor's degree in Business Administration, Finance, Economics, or a related discipline
- Minimum 5 years of experience in private banking or wealth management; PRC market exposure is an advantage
- Familiarity with conservative product offerings (e.g. fixed income, insurance, funds) is preferred
- Relevant professional qualifications (e.g. ECF-RWM, CPWP, CFMP, FRM, CPA, CB) are advantageous
- Strong interpersonal and communication skills, with the ability to build long-term client relationships
- Proficiency in English, Cantonese, and Mandarin (both spoken and written)
What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact 2230 7451.