Private Banker based in SG or HK ( Associate Director above)
Connected Group
Hong Kong, Australia
4天前
source : JXT

Responsibility

  • Responsible to acquire, develop and retain relationships with a portfolio of top tier HNW clients.
  • Build trusting relationships with existing and potential clients, help clients articulate their needs, and deliver to exceed client expectations.
  • Maintain highest standard of excellence in client service with individual clients with regular monitoring of client satisfaction
  • Adhere to all regulatory and internal fraud, compliance and AML policies requirements, and flag potential illegal or improper activities.
  • Achieve agreed key performance indicators objectives through the development of existing and new HNW clients relationships;
  • deliver AUM and revenue growth targets.

  • Deliver position client performance in line with client investment profiles asset.
  • Requirements

  • Bachelor's Degree holder; degree in Finance or Finance preferred.
  • Possess a minimum of 3+ years' of experience servicing HNW clients within the wealth management field (premier / priority / retail banking RMs welcome)
  • Ability to be a good team player; establish and maintain strong working relationships with colleagues in the wider PWM business and others as appropriate to clients' needs.
  • Possess a strong ability to develop a network of target prospects; HNW / UHNW clients within the China market.
  • Sound knowledge of financial markets and multi-asset class products.
  • Experience of building and managing complex relationships with significant customers.
  • Excellent command of written and spoken English and Mandarin.
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