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Financial Relationship Consultant for High Net Worth Individuals
2 weeks ago
Dah Sing Financial Group is a leading financial services provider in Hong Kong and China, offering banking, insurance, and investment services through its extensive network of branches. Our core values are built on caring, teamwork, and progressiveness, fostering an environment where individuals can grow and thrive.
As a Deputy Regional Head's direct report, you will be responsible for developing and maintaining client relationships with high net worth individuals or families, aligning with the bank's strategic objectives.
Key Responsibilities:- Establish and maintain strong relationships within the high net worth segment.
- Analyze clients' wealth management needs and create tailored solutions based on their circumstances and risk appetite.
- Provide timely and effective banking services, executing transactions as required.
- Monitor clients' portfolios and provide regular updates as necessary.
- Conduct regular reviews to reassess clients' risk profiles, wealth management needs, and other customer details.
- Build relationships with business partners and contribute to marketing and business development projects.
- Ensure tasks are performed in accordance with regulatory and compliance requirements.
- Degree holder with Certified Private Wealth Professional (CPWP) qualification advantageous.
- Minimum 4 years of experience in banking or investment services serving high net worth customers.
- Comprehensive knowledge of banking and investment products.
- Excellent sales, relationship-building, and interpersonal skills.
- Strong self-initiative and ability to work under pressure.
- Professional licensing qualifications, including HKSI LE Papers 1, 7 & 8, and IIQE Papers 1-3 & 5, or equivalent.
- Excellent command of English and Chinese languages, including Cantonese and Putonghua.
