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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