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Private Banking Expert

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time
Job Description:
As a Private Banking Expert, you will have the opportunity to work closely with high net worth individuals and families, providing personalized wealth management solutions. Your primary responsibilities will include assisting in the development of customized investment strategies, executing trades, and maintaining excellent client relationships.

Key Responsibilities:
  • Collaborate with investment consultants to create tailored investment plans that meet clients' goals and risk tolerance.
  • Execute trades for various asset classes, ensuring seamless transaction processing.
  • Develop and maintain strong relationships with clients, providing regular updates on their portfolios and market developments.

Requirements:
  • Bachelor's degree in Business Administration or related fields.
  • Minimum 2 years' experience in private banking or a related field.
  • Strong business acumen and analytical skills.
  • Good knowledge of wealth management products and regulations.
  • Excellent communication and interpersonal skills.
  • Proficiency in English, Cantonese, and Putonghua.