Senior Private Banker

4 days ago


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

We are looking for a highly motivated and experienced Senior Private Banker to join our private banking team in Hong Kong. As a key member of our team, you will be responsible for developing and executing business plans to enhance client acquisition and portfolio growth.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with high-net-worth clients to drive business growth and portfolio expansion.
  • Business Development: Identify and pursue new business opportunities to enhance client acquisition and portfolio growth.
  • Cross-Selling Opportunities: Collaborate with colleagues to identify and capitalize on cross-selling opportunities.
  • Market Intelligence: Stay up-to-date with market trends and developments to provide valuable insights to clients.
Requirements
  • Educational Background: University graduate with additional professional qualifications in Finance or Investment preferred.
  • Experience: Minimum of 5 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.
  • Negotiation Ability: 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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