Private Banking Professional

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HK Job Consulting Full time

Hong Kong is a key market for this reputable China-based Bank, which is seeking an experienced Private Banking Professional to join its compliance department.

Job Description

The ideal candidate will be responsible for developing and executing business plans to enhance client acquisition, encourage business referrals, and build a robust portfolio of new clients. This includes overseeing a client base of high-net-worth individuals, focusing on business penetration and portfolio growth.

Key Responsibilities:
  • Develop and execute business plans to drive client acquisition and business growth.
  • Manage a client book in a compliant manner, ensuring all activities align with company policies and local regulatory standards.
  • Work closely with investment consultants and other business partners to deliver tailored products and services to clients.
  • Foster long-term client relationships by offering solutions that meet their needs and identify additional business opportunities.
Requirements

To be successful in this role, you will need:

  • Educational background: University graduate with additional professional qualifications in Finance or Investment preferred.
  • Experience: Minimum of 3 years of solid experience serving private banking clients.
  • Skill set: Strong negotiation, credit, communication, organizational, analytical, customer service, and problem-solving skills.
  • Sales proficiency: Demonstrated consultative selling abilities, along with robust business development and prospecting skills.
  • Networking ability: Strong aptitude for proactive networking and building long-term partnerships.
  • Adaptability: Agile and flexible in adapting to changing environments.
  • Industry knowledge: In-depth understanding of investment products, financial industry trends, and the ability to articulate business offerings effectively.
  • Compliance management: Capability to manage a client book in a compliant manner.
  • Language proficiency: Proficient in both verbal and written English and Chinese.


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