Private Wealth Development Specialist
1 week ago
We are seeking a highly skilled Director / Associate Director, Private Banking to join our team at HK Job Consulting.
The ideal candidate will have a proven track record in developing and executing business plans, managing client relationships, and collaborating with internal stakeholders.
Responsibilities:- Business Growth: Identify and capitalize on business opportunities, driving growth through strategic planning and execution.
- Client Engagement: Foster strong relationships with high-net-worth individuals, delivering tailored solutions to meet their needs.
- Collaboration: Work closely with investment consultants and other business partners to develop and implement effective business strategies.
- Regulatory Compliance: Ensure all activities align with company policies and local regulatory standards.
- Educational Background: University graduate with additional professional qualifications in Finance or Investment preferred.
- Experience: Minimum of 3 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.
- Networking Ability: Strong aptitude for proactive networking and building long-term partnerships.
- Adaptability: 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.
Please send your resume in word format with current & expected salary and notice period to HK Job Consulting. For details, please feel free to contact Thomas on 6718 4050.
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