Scope of Responsibility:

• Acquire full range of product knowledge and continuous updates
• Keep learning of global investment market, especially private banking sector
• Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them
• Handle client’s relationship from professional perspective of providing tailor-made solutions
• Perform client portfolio review on a regular basis

Skills / Qualifications:

• Bachelor’s Degree in Finance, Business or related discipline
• Minimum of 5 years’ banking experience in private bank or wealth management sector
• Carry out analysis to identify opportunities for expanding customer base and improving sales
• Solid understanding of financial markets and products, especially in private equity fund
• Strong interpersonal and communication skills
• Independent, resourceful, result-oriented
• Excellent verbal and written communication skills – English and Chinese (Mandarin is a must)

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