Building tight relationship with VIP clients to complete team AUM and revenue target
Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
Requirements
Bachelor's degree or above, preferably in Finance, Economics, or a related field
A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector
Excellent command of spoken and written Cantonese and Mandarin , with proficiency in English an advantage
High level of customer-centric mindset to deliver exceptional quality services for customers
Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance
SFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage
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