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Scope of Responsibility:
· Acquire full range of product knowledge and continuous updates
· Keep learning of global investment market, especially private banking sector
· Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them
· Handle client’s relationship from professional perspective of providing tailor-made solutions
· Perform client portfolio review on a regular basis
Skills / Qualifications:
· Bachelor’s Degree in Finance, Business or related discipline
· Minimum of 5 years’ banking experience in private bank or wealth management sector
· Carry out analysis to identify opportunities for expanding customer base and improving sales
· Solid understanding of financial markets and products, especially in private equity fund
· Strong interpersonal and communication skills
· Independent, resourceful, result-oriented
· Excellent verbal and written communication skills – English and Chinese (Mandarin is a must)