Sales, High Net-worth clients
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
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)
2024年3月28日 16:10