Posted by

Director

Our Client is one of the leading global financial conglomerate who is looking to expand their private wealth management team.

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.
Promote long term client relationships and enhance the company's value proposition.
Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

University graduate, preferably major in Business Administration, Accounting, Finance or Economics
Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
5 years' solid experience in serving high-net-worth customers (less experience may also be considered)
Strong analytical skills and solid track record in developing relationships with customers
Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Offers:

Competitive remuneration package, include basic salary and incentive scheme
Attractive fringe benefits and long term service benefits
Wide range of Private Banking products, as well as Universal Life and oversea Properties
Great career opportunities and development
Great support on infrastructure
Flexible working culture