Our client is an expanding Financial Group with SFC lic: 1,4 & 9. She is now inviting calibre candidates to join Private Banking Team.

Responsibilities

• Manage investment products and sales target in Private Banking (PB) team
• Identify, develop and maintain client relationships to UHNW / HNW clients
• Offer solutions to the clients according to their requirements after assessing their needs, desires and risk profiles
• Conduct regular review on clients' accounts and portfolios
• Ensure the procedures and compliance guidelines are strictly compiled

Requirements

• University graduate, with a minimum of 5 years' relevant experience and proven track record in banking (preferably private banking), credit and marketing
• Passed the Hong Kong Securities Institute Licensing Examination or qualification of Certified Private Wealth Professional (CWP) is preferred
• Good knowledge of credit, risk control and investment products
• A team player with good marketing, leadership and interpersonal skills
• Strong presentation and communication skills
• Proficiency in both spoken and written English and Chinese (Putonghua a must)

*** Interested parties, please send your FULL RESUME to Canwie Chan <CLICK here for email>  or contact us at 2520 0064 for more information