Private Banker - VP or above level
Connected Group
Hong Kong, Australia
7天前
source : JXT

Principal Responsibilities

  • Responsible for managing a private client portfolio consisting of high net worth and ultra-high net worth individuals in North Asia -
  • China, Hong Kong and Taiwan

  • Advising clients on portfolio management, asset allocation and other traditional and alternative investments
  • Establishing new relationships and manage existing relationship in order to generate new asset under management and gross revenue
  • Growing revenue, increase Asset Under Management of portfolio and increase inflows of Net New Money, achieving growth by leveraging brand, channels and network
  • Working closely with investment advisory, compliance and execution teams
  • Key Qualifications & Experience

  • University degree holder and / or with 10+ years of professional experience in a similar capacity
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment sales and / or relationship management performance
  • Able to work under minimal supervision; adaptable to work in demanding environment
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