To grow private banking/wealth management business that both leverage and expand on the extensive group branches and networks across the south east Asia and Greater China region.
Responsibilities
- Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
- Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers
- Provide updated financial market information, professional advice and quality services to clients
- Promote long term client relationships and loyalty
- Ensure all selling activities are in compliance with the Bank’s guidelines
Requirements
- Minimum a Bachelor Degree in Finance/Economics, Business or a relevant discipline
- Minimum 5 years’ experience within the financial services industry, private banking or private wealth management space as a Relationship Manager or Investment Advisor. Experience in Taiwanese market is an added advantage.
- Knowledge of Private Banking and Treasury services, good understanding of banking operations and policies
- Self-motivated, independent with strong communication skills
- Proficient in spoken and written English/Chinese to liaise with Chinese speaking headquarter counterparties
- Attaining CACS 1&2 and the necessary qualification to qualify as Covered Person
