Doorways Human Capital Limited
Private Banker - AD/Director
jobsDB Ref. JHK100003004837111
Our talent acquisition business specializes in the Banking & Finance sector in Hong Kong. We draw upon our unrivaled network and vast candidate pool to obtain highly sought after mandates and places the best talent in this sector. We work with many Chinese and International banks and financial institutions, covering Private Banking, Investment Banking, Corporate Banking, Asset Management, Hedge Funds, Private Equity and Sales & Trading.
Our client is a leading international private banking. They are looking for Private Bankers at the AD /Director level to join them.
- Provide professional advice on various financial products
- Develop customer base & deliver sales/revenue targets
- Acquire and grow high net worth customer base and special focus on the customers' personal financial analysis, protection and investment needs.
- Provide Additional Investment Services, including Portfolio Allocation Service to customers
- Ensure the individual customer meet the bank's 'Wealth Criteria'.
- Understand the level of risk associated with all products and services and ensure that this information and any other pertinent information is appropriately disclosed to the client.
- Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions.
- Degree holder or above
- Deliver sales & revenue targets
- Experience across Private Banking / Wealth Management
- Solid knowledge of Private Banking regulations for Hong Kong (HKMA, SFC)
- Familiar with KYC and account documentation with knowledge of wealth management products.
- Excellent communication and interpersonal skills
- Proficiency in Mandarin and English