Private Banking Portfolio Manager
6 days ago
Company Overview
">- We are working with multiple banking and securities clients for Private Banking / Wealth Management.
Job Description
- Establish new business relationships and expand the business portfolio of Private Banking clients.
- Achieve business targets assigned by management.
- Provide investment advisory services to Private Banking clients and offer tailored banking solutions.
- Manage clients' portfolios by offering advisory services and executing trading orders.
- Sell and cross-sell investment, FX, and securities products.
Required Skills and Qualifications
- University Degree in Business Administration, Finance, Economics, or relevant discipline.
- Minimum 3 years of private banking/wealth management experience or equivalent; PRC experience is an advantage.
- Holder of professional qualifications such as ECF-RWM, CPWP, CFMP, FRM, CPA, and CB will be an advantage.
- Good communication and interpersonal skills.
- Good written and spoken English and Chinese, including Mandarin.
What You Need to Do Now
- If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please contact us directly.
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