About the role
Grow the business through proactive acquisition and retention of HNW/UHNW clients within the Greater China market.
BankingOnsite
Key Responsibilities
- Grow the business through proactive acquisition and retention of HNW/ UHNW clients within the Greater China market.
- Implement geographical focused strategy in line with the overall business strategy.
- Build and develop a deep understanding of clients' investment needs.
- Provide sound financial advice to clients working in partnership with the Investment Counsellors and Product Specialists.
- Be a strong advisor to the clients in their wealth journeys and work to continually strengthen the client relationships.
- Ensure compliance to the bank's and regulatory requirements.
Requirements
- Bachelor's degree with at least 12 years of relevant experience.
- Sound knowledge of private banking products and solutions as well as deep expertise and relevant networks in the Greater China Market.
- Good understanding of compliance and regulatory requirements.
- Excellent interpersonal and communication skills with strong client centricity.
- Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention.