Job descriptions:

• To establish new relationships and manage existing relationship in order to generate new wealth management product sales;
• Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite;
• Ensures client’s objectives are met through the portfolio allocation;
• Handle client relationships from perspective of providing tailor-made solutions;
• Keep abreast of updates on global investment market

Qualifications & Requirements:

• Degree holder in Business, Finance or related disciplines;
• With at least 3 years of working experience, preferably in private banking industry (headquarter preferred) and handling high net-worth institutional and individual clients;
• A good team player with excellent interpersonal skills;
• Sales and customer oriented, with strong communication and diplomatic skills;
• Strong experience in insurance products will be a clear advantage.
• License holder of SFC Type 1 and 4 license will be essential. 
• Proficient in English, Cantonese and Putonghua will be essential.