Job Responsibilities :

• Originate, develop and maintain client relationships within the high net worth segment
• Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite
• Provide banking services and execute transactions for clients on a timely and effective manner
• Monitor clients’ portfolio and provide timely update to clients as appropriate
• Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
• Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
• Perform tasks in accordance with regulatory and compliance requirement
• Job Responsibilities :

Qualifications

• Degree holder is prefered
• Minimum 2 -10 years of relevant working experience in banking industry or investment business serving high net worth customers
• Sound knowledge of wide range of banking and investment products
• Excellent selling, relationship building and interpersonal skills
• Strong self-initiative and able to work under pressure
• Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)