IC - Private Banking Specialist
3 weeks ago
Deliver exceptional private banking and wealth management services to ultra-high net worth clients, fostering long-term relationships and driving growth through tailored investment solutions.
Key Responsibilities:
- Build and maintain a portfolio of high-net-worth clients, providing personalized wealth management and investment advice.
- Promote and sell private banking and wealth management products, including bonds, funds, and equities, to meet sales targets.
- Conduct thorough investment analysis and develop strategic plans to achieve clients' financial goals.
Requirements
To succeed in this role, you will need:
- A degree in finance or a related field.
- A minimum of 5 years' experience in private banking and wealth management, serving ultra-high net worth clients.
- Strong analytical skills and a proven track record of developing and maintaining client relationships.
- Excellent communication and interpersonal skills, with proficiency in English, Cantonese, and Mandarin.
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