Job Responsibilities:

• Achieve business target which is assigned by management

• Manage customers' portfolio by providing advisory service and perform trading order execution for clients

• Identify new business opportunity and cross-sell other bank products to existing clients and potential clients

• Sell and cross-sell investment / FX / securities products for acquiring, disposing and subscribing underwriting securities

• Maintain cordial relationship with existing clients and potential clients through regular visit, business call, business function and social gathering

• Monitor daily performance and business activities of clients' account

• Analyze business potential and creditability of clients' portfolio for risk management purpose

• Generate NII by negotiation with clients for credit facility arrangement

• Prepare call report and maintain a high service quality to clients

• Prepare credit proposal, ratification memo and report business development on monthly basis

Job Requirements:

• Bachelor of Finance, Economics, Business or equivalent

• Over 5 years of banking experience or relevant working experience

• Good knowledge of products and services to HNW clients with private Banking / wealth management experience is advantage

• Qualifications in IIQE and HKSI is a must and CPWP is an advantage

• Good PC skills (Microsoft Word, Excel & PowerPoint )

• Good command of written and spoken English & Chinese (including Putonghua)

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