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.
- 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.
- 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