Private Banker - VP or above level Private Banker - VP or above level …

ConnectedGroup Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 21 Jun 19
Negotiable
ConnectedGroup Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 21 Jun 19
Negotiable
You will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.

Principal Responsibilities ​

  • Responsible for managing a private client portfolio consisting of high net worth and ultra-high net worth individuals in North Asia - China, Hong Kong and Taiwan
  • Advising clients on portfolio management, asset allocation and other traditional and alternative investments
  • Establishing new relationships and manage existing relationship in order to generate new asset under management and gross revenue
  • Growing revenue, increase Asset Under Management of portfolio and increase inflows of Net New Money, achieving growth by leveraging brand, channels and network
  • Working closely with investment advisory, compliance and execution teams




Key Qualifications & Experience

  • University degree holder and / or with 10+ years of professional experience in a similar capacity
  • Strong presentation skills, an excellent communicator with client facing experience a definite advantage
  • Strong understanding of the needs and sensitivities of clients (private individuals and families)
  • Proven track record on investment sales and / or relationship management performance
  • Able to work under minimal supervision; adaptable to work in demanding environment












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