On behalf of our client, a leading bank in Hong Kong. We are inviting applications for the position of "Private Banker (China Team)" will be responsible for promoting Insurance & General banking products to customers. He/She will mainly to generate sales opportunity by meeting with potential customers, executing orders and providing quality after-sales service.

Job Description as following:--

- Be a Private Banker to acquire and grow the Mainland Chinese high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs.
- Assist the administrative work for customers referred from group companies in CHINA in mass or affluent segments especially in terms of account opening.
- Provide high quality services to private banking customers.

- Work closely and serving Mainland Chinese customers in their basic banking needs and/or investment needs.
- Participate in the networking activities with Group companies in CHINA and other business introducers in China to enhance the customer referral effectiveness.
- Assist client take-on process, particularly account opening documentation with Mainland Chinese customers including mass, affluent and high net-worth segments.
- Enhance and maintain good relationships with the customers by providing seamless services               - Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.
- Assist the Team Head in implementing and executing strategic plans; and actively engage in business development activities.
- Assist to provide Additional Investment Services, including Portfolio Allocation Service to customers as and when necessary.

Requirements as following:--

- Preferably a Degree holder or equivalent.
- Minimum 3 year relevant experiences in serving high net worth individual customers in retail bank or 1 year private banker experience.
- Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending.
- Good knowledge in risk assessment.
- Good interpersonal and communication skills.
- Proficiency in Microsoft Excel, Word and Power Point.
- Fluent of spoken Putonghua and English.

Interested candidates, please submit resume to JobDB with "JobDB-SHIR-PB".

We keep all personal information in the strictest of confidence and will always contact you before starting on any assignment.

PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.

General Line: 2121 2580

             Fax: 2121 2500

Website: www.piexsearch.com

Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong

Employment Agency Licence Number 67206