Job Responsibilities:

• Develop and manage a portfolio of private banking clients;
• Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice;
• Provide regular portfolio review and market update to clients;
• Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank.

Job Requirements:

• Bachelor’s degree or above;
• At least 5 years of sales experience in private banking field;
• Sound knowledge towards investment market and private banking products;
• Good understanding of private banking operations and policies;
• Excellent connection in private banking market;
• Sales and customer-oriented with good communication skills;
• Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 is a must;
• Holder of PWMA or CFPCM qualifications will be an advantage;
• Proficiency in both written and spoken English, Chinese and Putonghua.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division By email [via CTgoodjobs Apply Now]. For details, please visit https://www.ncb.com.hk/ and refer to the page “Join Us”.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.