About the role
Responsibilities
- Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
- Manage a client base of high net worth individuals to achieve business penetration and portfolio growth
- Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
- Provide solutions on the basis of advice that solidify long term relationships, while exploring and capturing additional business opportunities
- Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards
Requirements
- University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage
- At least 3 years solid working experience in serving private banking clients
- Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills
- Possess consultative selling skills, robust business development and prospecting skills
- Strong proactive networking, client following ability and aspire to build long term partnership
- Agile and flexible to adapt
- Strong knowledge of investment products, financial industry topics, trends and related issues, and ability to articulate and be conversant in all aspects of business offerings
- Ability to manage client book in a compliant manner
- Good command of both verbal and written English and Chinese
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