Private Banking - Relationship Manager Private Banking - Relationship Manager …

WallStone Partners & Company Limited
in Hong Kong
Permanent, Full time
Last application, 26 Oct 21
80000
WallStone Partners & Company Limited
in Hong Kong
Permanent, Full time
Last application, 26 Oct 21
80000
Posted by:
Marcus Ha • Recruiter
Posted by:
Marcus Ha
Recruiter
Our client is a Foreign Private Banking To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team.

Responsibilities:

  • Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections.
  • ​Identify Private banking customers’ needs and provide customized solutions on a comprehensive range of insurance, investment and wealth management products to customers.
  • Promote long term client relationships and enhance the company's value proposition.
  • Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
  • 3 to 5 years' solid experience in serving high-net-worth customers (less experience may also be considered)
  • Strong analytical skills and solid track record in developing relationships with customers
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin
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