Our Private Wealth Management Team is dedicated to providing customised discretionary and advisory investment solutions to High-net-worth clientele, attributing to their wealth creation and preservation.  We are currently seeking qualified candidates to join the team as Senior Manager or Manager.  

Responsibilities

• Acquire and grow High-net-worth individual through networking and business referrals;
• Serve as the client’s advocate and trusted advisor for strategic advice on financial matters through customized products and excellent services;
• Undertake detailed and insightful financial analysis on clientele portfolio so as to maximize customer value;
• Ensure financial strategies are kept current and appropriately aligned with client financial needs and objectives;
• Keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs.

Requirements

• University degree along with previous banking management training from an international banking organization;
• Extensive corporate and commercial banking experience, with SFC Type 1, 4 and 9 licenses;
• Minimum 5 years’ experience in Banking and Finance with a focus on Private Bank Business;
• Excellent written and verbal communication skills in English, Cantonese and preferably Putonghua;
• Domain knowledge of finance and wealth management products on all cross-asset class;
• Proactive, customer driven approach, with a strong customer relationship building, identifying customer needs orientation and entrepreneurial spirit. 

We offer excellent career prospect and very competitive salary package for the right candidate.