Relationship Manager /Private Banker/ Team Head (Private Bank )
Job Description
Job Scope
Manage and develop UHNW/HNW's portfolios of private banking clients, includes but not limited to promote latest market information to clients, answer clients' requests and instructions directly, i.e. trade processing and operational issues.
Develop strategies to increase ROI and minimize risk and loss
Liaise with trading partners to execute clients' investments based on agreed strategy
Proactively develop comprehensive asset investment strategies for clients
Analyze high-net-worth client's financial needs, explore and maintain good relationships with them
Perform client portfolio review on a regular basis
Requirement
Bachelor's Degree in Finance, Business or related discipline, overseas education experience is preferred
Acquire full range of product knowledge and continuous updates
8-10 years' experience in private bank or wealth management sector
Established client base with existing transferrable AUM is a must
Solid track record in asset development, asset growth and revenue generation
Welcome different financial sectors with client base