Responsible for building and maintaining strong relationships with existing UHNW clients;
Provide extensive knowledge of financial instruments and products;
Monitor clients' portfolios on a regular basis to identify additional business opportunities
Understanding clients' portfolio, financial objectives, liquidity profile, family and business structures;
Provide investment advice with highly tailored solutions to meet clients' needs;
Discussing detailed investment strategies with clients; and
Collaborating with internal teams and external stakeholders for client satisfaction;
Requirements
8 years experience in private banking, commercial banking or investment banking sectors;
Proven track record in client acquisition, asset gathering, asset growth and revenue generation
Excellent communication and negotiation skills;
Attention to detail and the ability to think creatively and solve problems;
Excellent understanding of financial markets and wealth management products;
Strong focus on client servicing; and
Speaks fluent Chinese and English
show more
Responsibilities
Responsible for building and maintaining strong relationships with existing UHNW clients;
Provide extensive knowledge of financial instruments and products;
Monitor clients' portfolios on a regular basis to identify additional business opportunities
Understanding clients' portfolio, financial objectives, liquidity profile, family and business structures;
Provide investment advice with highly tailored solutions to meet clients' needs;
Discussing detailed investment strategies with clients; and
Collaborating with internal teams and external stakeholders for client satisfaction;
Requirements
8 years experience in private banking, commercial banking or investment banking sectors;
Proven track record in client acquisition, asset gathering, asset growth and revenue generation
Excellent communication and negotiation skills;
Attention to detail and the ability to think creatively and solve problems;
Excellent understanding of financial markets and wealth management products;
Strong focus on client servicing; and
Speaks fluent Chinese and English
skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree
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