Jr Private Banker / Relationship Manager recruitment
Location : Hong Kong, with frequent travels to China
Market coverage: China
The Client Advisor WM advises a client base on their portfolio of investments. They find, attract, and win new clients, nurture and retain those the company already has and entice former clients back into the Bank.
Responsibilities:
As a junior Private Banker / Relationship Manager, you will be working as a cluster with a Senior Private Banker in finding, attracting and winning new UHNWI accounts. Your job will be also to nurture and retain existing accounts in the bank. Provide a "Single Point of Entry" into the Bank with an efficient access to a network of specialists within the bank and outside.
Act as a personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamics between personal and business assets.
Maximize client assets and revenues, provide a comprehensive financial investment service and ensure that client’s portfolio of investments meet legal and regulatory requirements through effective co-ordination with Risk and Compliance departments
Experience:
-Minimum 4 years professional experience in ECM or MA
-Formal qualifications (University degree or other recognized qualifications)
-Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
-Fluency in English, Mandarin and Cantonese
Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.