UHNW DIRECTOR or EXECUTIVE DIRECTOR, TOP SWISS PRIVATE BANKS, HK based recruitment
– Stable, consistent UHNW servicing records, 15 years + – Current AUM US$ 300 or more – Solid PB product knowledge – IBD or Corporate Banking exposure is a plus
Analyst/Senior Analyst – Product Specialist, Investment Solutions (PRC Based) recruitment
Key Responsibilities- Assist Investment Solutions head to define and implement Product Strategy for the Private Banking busines- Provide guidance and ongoing review on a full range of investment products and services- Overseeing the delivery of investment advice across Private Banking Customers- Explore and develop new products and promote portfolio penetration within wealth management-Conduct research on Private Banking products evolution in order to help out on Strategic Decision Making ProcessQualification Experience• Bachelor’s degree in Business, Economics or related field • Master Read more […]
China Onshore Private Bankers – for Singapore relocation recruitment
The bank is interested in looking at experienced retail or investment bankers with HNW and UHNW PRC contacts, who are currently based in China and seeking relocation to Singapore. Also open-minded about individuals within the asset management and private equity space, provided they have an extensive network in Greater China to leverage and convert into offshore private banking relationships.Candidates should be able to build a minimum book of USD 150m over 3 years, with revenues of roughly USD 1m, in order to position themselves in this bank successfully. The ideal candidate should possess a proven Read more […]
Investment Professionals ,VP recruitment
As an Investment Professional, your responsibilities include:• Identifying new business opportunities • Develop and manage relationships with wealthy individuals and family groups by advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments • Work in conjunction with other divisions to access appropriate information and advise clients on investment opportunities • Analyze client equity and fixed income portfolios • Keep abreast of the latest events in the financial markets• Analyze equity and fixed income Read more […]
Investment Consultant recruitment
Location: Beijing/Shanghai/Shenzhen/Guangzhou/Nanjing/Foshan/Hangzhou/Ningbo/Dalian/Tianjin/Chongqing/Chengdu/Qingdao/Xiamen/WuhanJob Description: This position is responsible for development of business relationship with high-net-worth individuals and families. Understand client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to: Developing and maintaining business relationship with high-net-worth individual clients.Providing financial advise to high-net-worth Read more […]
Client Advisor Assistant recruitment
Key contribution areas include:1.Application of tools and processes: Using tools and processes in the efficient management of client portfolios and standardized handling of day-to-day business.2.Assisting client support: Liaising with clients internally and externally, dealing with less complex client requests and supporting Client Advisors before and after client meetings.3.Ensuring efficient, accurate and timely delivery: Requiring coordination with other functional areas and proactive involvement in troubleshooting.4.Management queries/ad hoc situations: Managing queries/ad hoc situations within Read more […]
Private Banker,VP/SVP/MD recruitment
Key Responsibilities:• Responsible for acquisition and successful maintenance of trust and long-term relationships with China mainland clients.• Identifies prospects within the relevant market and in-depth market knowledge for the purpose of systematic acquisition of new clients.• Identifies and manage affluent clients with bankable assets to open PB account and make tailor-made wealth management solutions.• Ensure aggressive sales targets for all relevant products is met accordingly to the business strategy set, in addition to meeting client service quality standard levels set Read more […]
Business Development Manager (Services)-Beijing recruitment
Accountabilities Cold call new potential clients, as part of specific marketing campaignsIdentify additional sales opportunities – leverage relationships within services and across client to identify leads on additional sales opportunities within the customerUse consulting opportunities as a means of developing wider client’s opportunities and strengthening our position with the customerResearch and understand the customer needEvaluate customer political climate – Determines key decision-makers and influencers; uncovers informal networks within the customer; builds relationships and credibility Read more […]
Investment & Product Advisor recruitment
Job Description – Synthesize market information and formulate client interaction tactics – Provide market analysis and summary – Participate in PvB sales meeting and render professional support to deliver sales concerns and opinions – Working together with RMs in achieving sales results, including joint client discussion, investment proposal preparation, client portfolio review, asset allocation model recommendation and product idea initiation, professional investment advice support, etc. – Consult on the distribution and delivery of various wealth management products including, FX and FX derivative Read more […]
Executive Client Services Manager recruitment
Requirements: – candidate MUST have a good and stable banking experiences (5 – 7years) in China in relation to client services, sales support/assistant areas. – candiidates MUST well-known banking policy, procedures and complaince. – good English abilities in writing, reading and speaking. – familiar with Private Banking would be a plus – Bachelor degree or above required.