
Private Client Advisor, Private Banking
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