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Private Client Advisor, Private Banking

Salary undisclosed

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Client Advisor/Private Banking Relationship Manager, Greater China market

Our clients, well-known leading financial institutions in the private banking market, are expanding their Greater China market team.

Key responsibilities:

  • Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the Greater China market - AUM size at UDS 5M and above
  • Responsible for achieving annual revenue targets and objectives
  • Build and develop a deep understanding of clients’ investment needs
  • Ensure product documentation including credit facilities is at all times correct and appropriate
  • Maintain good level of knowledge of the Bank’s systems and regulatory environment

Requirements:

  • Minimum 5 years of relevant wealth management experience in the Greater China market
  • Strong understanding of financial products and services
  • Able to collaborate effectively across departments
  • Bachelor degree and possess professional qualifications: CMFAS and CACS

Please reach out to Angel Fu at [email protected] for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502

Registration No : R1983939

Client Advisor/Private Banking Relationship Manager, Greater China market

Our clients, well-known leading financial institutions in the private banking market, are expanding their Greater China market team.

Key responsibilities:

  • Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the Greater China market - AUM size at UDS 5M and above
  • Responsible for achieving annual revenue targets and objectives
  • Build and develop a deep understanding of clients’ investment needs
  • Ensure product documentation including credit facilities is at all times correct and appropriate
  • Maintain good level of knowledge of the Bank’s systems and regulatory environment

Requirements:

  • Minimum 5 years of relevant wealth management experience in the Greater China market
  • Strong understanding of financial products and services
  • Able to collaborate effectively across departments
  • Bachelor degree and possess professional qualifications: CMFAS and CACS

Please reach out to Angel Fu at [email protected] for a confidential discussion.

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

EA Licence No : 11C5502

Registration No : R1983939